Relationship Manager

JK Securities; Bharuch District; On-site; INR 1,200,000 - 1,800,000; Full time

Job summary

JK Securities in Gujarat seeks an experienced Brokerage Advisor to acquire new clients, manage relationships, provide market updates, and support trading activities.

Responsibilities include coordinating with Research, RMS, Operations, and Back Office, driving revenue, and ensuring regulatory compliance. The role asks for 15 years in equity broking and a Graduate degree, with NISM preferred. Strong communication and client management are essential.

Qualifications

• Experience in equity markets and trading.
• Knowledge of Demat, trading accounts, and equity basics (FO).
• Strong communication and sales skills.
• Good client relationship management abilities.
• NISM certification preferred.
• Graduate in any discipline.

Responsibilities

• Acquire new clients and generate brokerage revenue.
• Manage and maintain existing client relationships.
• Provide market updates, stock ideas, and trading support.
• Increase client trading activity and business.
• Follow up on leads and convert prospects into active clients.
• Coordinate with Research, RMS, Operations, and Back Office teams.
• Resolve client queries and ensure quality service.
• Ensure compliance with company policies and regulatory requirements.

Skills

Equity markets knowledge

Demat / Trading accounts

Sales & communication

Client relationship mgmt

NISM preferred

Graduate in any discipline

Education

Graduate in any discipline

Job description

Specific Responsibilities:

• Acquire new clients and generate brokerage revenue.
• Manage and maintain existing client relationships.
• Provide market updates, stock ideas, and trading support.
• Increase client trading activity and business.
• Follow up on leads and convert prospects into active clients.
• Coordinate with Research, RMS, Operations, and Back Office teams.
• Resolve client queries and ensure quality service.
• Ensure compliance with company policies and regulatory requirements.

Key Performance Indicators:

• Brokerage / Revenue Generation.
• New Client Acquisition
• Client Activation Retention
• Trading Volume
• Lead Conversion
• Cross-Selling.
• Monthly / Quarterly Target Achievement.
• Client Satisfaction.

Technical Competencies /Skills:

• Good knowledge of Equity Markets and Trading.
• Knowledge of Demat, Trading Accounts, Equity basic FO.
• Strong communication and sales skills.
• Good client relationship management skills.
• NISM certification preferred.
• Graduate in any discipline.

Experience:

• 15 years of experience in Equity Broking / Stock Broking / Financial Services.

Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.