Relationship Manager

Jainam Broking Limited; Surendranagar; In loco; INR 500.000 - 900.000; Tempo pieno

Descrizione del lavoro

Jainam Broking Limited is seeking a Relationship Manager to acquire new clients and grow revenue across trading and investment products. You will build long-term relationships with retail and HNI clients, provide investment guidance, and promote a wide range of financial solutions.

The role requires 1–5 years of relevant experience, strong communication skills, and a client-centric approach. This full-time position offers opportunities in stock broking and wealth management within a dynamic team.

Competenze

• Graduate degree in any discipline; MBA preferred.
• 1-5 years of experience in stock broking or financial services.
• Strong knowledge of equity, derivatives, mutual funds, PMS, and AIF.
• NISM Certification preferred.

Mansioni

• Acquire and onboard new clients for trading and investment products.
• Generate brokerage revenue by promoting Equity, Derivatives, Currency, and Commodity trading.
• Cross-sell Mutual Funds, PMS, AIF, Bonds, IPOs, Insurance, and other wealth products.
• Build and maintain strong relationships with retail and HNI clients.
• Conduct regular portfolio reviews and provide investment guidance.
• Achieve assigned revenue, client acquisition, and cross-selling targets.
• Monitor market movements and update clients on investment opportunities.
• Resolve client queries and provide prompt service support.
• Ensure adherence to regulatory and compliance requirements.
• Maintain accurate records of client interactions and business activities.

Conoscenze

Client Acquisition

Relationship Mgmt

Sales Target

Financial Products

Communication Skills

Formazione

Graduate degree

MBA preferred

Descrizione del lavoro

Job Description:

Job Title

Relationship Manager (RM)

Department

Sales & Business Development

Industry

Stock Broking / Financial Services / Capital Markets

Reporting To

Branch Manager / Regional Sales Manager

Job Summary

The Relationship Manager is responsible for acquiring new clients, building long-term relationships, and driving business growth through the promotion of stock broking and investment products. The role involves generating revenue, managing client portfolios, and providing financial solutions to retail and HNI clients.

Key Responsibilities

• Acquire and onboard new clients for trading and investment products.
  
• Generate brokerage revenue by promoting Equity, Derivatives, Currency, and Commodity trading.
  
• Cross-sell Mutual Funds, PMS, AIF, Bonds, IPOs, Insurance, and other wealth products.
  
• Build and maintain strong relationships with retail and HNI clients.
  
• Conduct regular portfolio reviews and provide investment guidance.
  
• Achieve assigned revenue, client acquisition, and cross-selling targets.
  
• Monitor market movements and update clients on investment opportunities.
  
• Resolve client queries and provide prompt service support.
  
• Ensure adherence to regulatory and compliance requirements.
  
• Maintain accurate records of client interactions and business activities.
  

Required Skills & Qualifications

• Graduate in any discipline (MBA preferred).
  
• 1-5 years of experience in Stock Broking, Wealth Management, Banking, or Financial Services.
  
• Strong knowledge of Equity, Derivatives, Mutual Funds, PMS, and AIF products.
  
• Excellent communication, presentation, and relationship management skills.
  
• Strong sales and negotiation abilities.
  
• NISM Certification will be preferred.
  

Key Performance Indicators (KPIs)

• New Client Acquisition
  
• Brokerage Revenue Generation
  
• Cross-Selling Revenue
  
• AUM Growth
  
• Client Retention Rate
  
• Client Engagement & Satisfaction
  
• Achievement of Business Targets
  

Preferred Candidate Profile

• Experience in stock broking or capital market industry.
  
• Strong network of retail and HNI clients.
  
• Self-driven and target-oriented professional.
  
• Ability to build and maintain long-term client relationships.
  

Experience: 1-5 Years

Employment Type: Full-Time

Location: As per business requirement.

Requirements