Relationship Manager

Jainam Broking Ltd; Chamundipuram; Hybrid; INR 1,200,000 - 2,800,000; Full time

Job summary

Jainam Broking Ltd invites an experienced Relationship Manager to acquire and manage client portfolios across equity, derivatives, currency, and funds. You will build trust with retail and HNI clients, provide market insights, and drive revenue through strategic cross-selling.

The role requires strong communication, a deep understanding of capital markets, and a proven track record in client acquisition. Compliance and client servicing are core priorities, with targets aligned to AUM growth.

Qualifications

• Graduation/Post Graduation in Finance, Commerce, Business, or related field.
• 28 years of experience in Stock Broking, Wealth Management, Banking, or Financial Services.
• Strong understanding of Capital Markets and Investment Products.
• Excellent communication, relationship management, and sales skills.
• NISM Certification preferred.
• Proven track record in revenue generation and client acquisition.

Responsibilities

• Acquire new clients through references, networking, and lead generation activities.
• Generate revenue through Equity, Derivatives, Currency, Commodity, Mutual Funds, PMS, AIF, and other investment products.
• Build and maintain long-term relationships with retail/HNI clients.
• Provide investment guidance and market updates to clients.
• Achieve assigned business targets in terms of client acquisition, revenue, and AUM.
• Cross-sell and upsell financial products to existing clients.
• Conduct regular portfolio reviews and client meetings.
• Ensure timely resolution of client queries and service issues.
• Maintain compliance with company policies and regulatory guidelines.

Skills

Client Relationship Management

Equity & Derivatives Knowledge

Wealth Management

Investment Advisory

Cross-Selling & Upselling

Business Development

Capital Market Products

Sales & Revenue Generation

Education

Graduation/Post Graduation in Finance, Commerce, Business, or related field

Job description

Industry: Stock Broking / Financial Services

Department: Sales & Business Development

Location: As per business requirement

Position Overview

We are seeking a dynamic and result-oriented Relationship Manager (RM) to acquire, manage, and grow client relationships while driving revenue through investment and broking products. The role involves client acquisition, portfolio servicing, cross-selling financial products, and ensuring a high level of customer satisfaction.

Key Responsibilities

• Acquire new clients through references, networking, and lead generation activities.
• Generate revenue through Equity, Derivatives, Currency, Commodity, Mutual Funds, PMS, AIF, and other investment products.
• Build and maintain long-term relationships with retail/HNI clients.
• Provide investment guidance and market updates to clients.
• Achieve assigned business targets in terms of client acquisition, revenue, and AUM.
• Cross-sell and upsell financial products to existing clients.
• Conduct regular portfolio reviews and client meetings.
• Ensure timely resolution of client queries and service issues.
• Maintain compliance with company policies and regulatory guidelines.

Desired Candidate Profile

• Graduation/Post Graduation in Finance, Commerce, Business, or related field.
• 28 years of experience in Stock Broking, Wealth Management, Banking, or Financial Services.
• Strong understanding of Capital Markets and Investment Products.
• Excellent communication, relationship management, and sales skills.
• NISM Certification preferred.
• Proven track record in revenue generation and client acquisition.

Key Skills

• Client Relationship Management
• Equity & Derivatives Knowledge
• Wealth Management
• Investment Advisory
• Cross-Selling & Upselling
• Business Development
• Capital Market Products
• Sales & Revenue Generation

KPIs

• Client Acquisition
• Revenue Generation
• AUM Growth
• Product Penetration
• Client Retention Rate
• Activation of Trading Accounts