Relationship Manager

Jainam Broking Limited; Kachchh; In loco; INR 350.000 - 550.000; Tempo pieno

Descrizione del lavoro

Jainam Broking Limited is seeking a Relationship Manager to drive client acquisition and manage existing relationships across equity, derivatives, mutual funds and other investment products. You will promote trading, financial products and provide investment guidance while delivering high standards of customer service.

The role focuses on building a strong retail and HNI client base, achieving sales targets, and ensuring compliance with regulatory guidelines.

Competenze

• Graduate in any discipline, MBA/PGDM preferred.
• 1–5 years of experience in stock broking, wealth management, banking or financial services.
• Strong understanding of equity, derivatives, mutual funds, PMS and AIF.

Mansioni

• Acquire new clients through referrals, networking and market outreach.
• Generate brokerage revenue by promoting trading and investment products.
• Cross-sell mutual funds, PMS, AIF, bonds, IPOs and insurance.
• Build and maintain relationships with retail and HNI clients.
• Achieve monthly, quarterly and annual targets.
• Conduct portfolio reviews and provide investment solutions.
• Ensure high customer satisfaction and retention.
• Stay updated on market trends and competitor activities.
• Coordinate with internal teams for account opening, servicing and issue resolution.

Conoscenze

Relationship management

Communication

Negotiation

Sales acumen

Client servicing

Formazione

Graduate in any discipline

MBA/PGDM preferred

Descrizione del lavoro

Job Description:

Job Title

Relationship Manager (RM)

Department

Sales & Business Development

Location

As per business requirement

Reports To

Branch Manager / Regional Sales Manager

Job Summary

The Relationship Manager is responsible for acquiring new clients and managing existing relationships to drive revenue growth. The role involves promoting equity, derivatives, mutual funds, PMS, AIF, insurance, and other investment products while providing exceptional customer service and investment guidance.

Key Responsibilities

• Acquire new clients through referrals, networking, and market outreach activities.
  
• Generate brokerage revenue by promoting trading and investment products.
  
• Cross-sell financial products such as Mutual Funds, PMS, AIF, Bonds, IPOs, and Insurance.
  
• Build and maintain strong relationships with retail and HNI clients.
  
• Achieve monthly, quarterly, and annual business targets.
  
• Conduct portfolio reviews and provide suitable investment solutions.
  
• Ensure high customer satisfaction and retention levels.
  
• Stay updated on market trends, investment products, and competitor activities.
  
• Maintain compliance with company policies and regulatory guidelines.
  
• Coordinate with internal teams for account opening, client servicing, and issue resolution.
  

Required Skills & Qualifications

• Graduate in any discipline (MBA/PGDM preferred).
  
• Minimum 1-5 years of experience in Stock Broking, Wealth Management, Banking, or Financial Services.
  
• Strong understanding of Equity, Derivatives, Mutual Funds, PMS, and AIF products.
  
• Excellent communication, negotiation, and relationship management skills.
  
• Target-oriented with strong sales acumen.
  
• NISM certification will be an added advantage.
  

Key Performance Indicators (KPIs)

• Client Acquisition
  
• Revenue Generation
  
• Brokerage Achievement
  
• Cross-Selling Revenue
  
• Client Retention
  
• Asset Under Management (AUM) Growth
  
• Customer Satisfaction Score
  

Preferred Candidate Profile

• Experience in stock broking or capital market industry.
  
• Strong network of retail/HNI clients.
  
• Ability to work in a fast-paced, target-driven environment.
  
• Excellent interpersonal and presentation skills.
  

Industry: Stock Broking / Capital Markets / Financial Services

Employment Type: Full Time

Experience: 1-5 Years (can be modified based on requirement)