Relationship Manager

Mango Analytics; Dadri, Lucknow, Indore District; On-site; INR 900,000 - 1,200,000; Full time

Job summary

Mango Analytics in Delhi seeks a Profile: RM Dealing to manage client relationships and portfolios within the retail wealth segment. You will execute trades across Equity and Derivatives markets and provide market updates and investment support to clients.

The role requires at least 2 years in a related profile and the NISM Series VIII – Equity Derivatives certification. Bachelor's degree in Commerce/Finance or related field is preferred.

Qualifications

• Minimum 2 years in a relevant profile.
• NISM Series VIII – Equity Derivatives mandatory.
• Bachelor’s degree in Commerce/Finance/Business Administration or related field.

Responsibilities

• Manage and regularly engage with assigned clients.
• Execute client orders accurately across Equity and Derivatives markets.
• Provide market updates and investment-related support to clients.
• Build and maintain long-term client relationships.
• Drive revenue through brokerage and cross-selling of financial products.

Skills

Client relationships

Portfolio management

Market analysis

Trade execution

Cross-selling

Education

Bachelor’s degree in Commerce

NISM Series VIII – Equity Derivatives

Job description

Profile: RM Dealing

• Job Location: Delhi
• Experience: Minimum 2 years in a relevant profile
• Certification: NISM Series VIII – Equity Derivatives (Mandatory)
• Education: Bachelor’s degree in Commerce, Finance, Business Administration, or a related field

Position Overview

• Manage client relationships and portfolios within the retail wealth segment.
• Execute trades across Equity and Derivatives markets.
• Provide market updates and investment-related support to clients.
• Build and maintain long-term client relationships.
• Drive revenue through brokerage and cross-selling of financial products.

Key Responsibilities

Client Engagement & Relationship Management

• Manage and regularly engage with assigned clients.
• Share relevant market updates and equity ideas.
• Understand client investment requirements and risk profiles.
• Conduct meetings with existing and prospective clients.
• Acquire new clients, drive account activation, and reactivate dormant accounts.

Trade Execution & Advisory

• Execute client orders accurately and promptly through trading terminals across Equity, F&O, and Currency segments.
• Guide clients on trading/investment requirements and assist with margin and exposure management.
• Ensure timely trade settlements and operational accuracy in adherence with SEBI, Stock Exchange, and internal compliance guidelines.

Revenue Generation & Cross-Selling

• Achieve monthly and quarterly brokerage revenue targets while increasing trading volume and client engagement.
• Cross-sell financial products including Mutual Funds, IPOs, Fixed Deposits, and Insurance.
• Promote Margin Trading Facility (MTF) to eligible clients.