Relationship Manager- A dvisory

SkillLabs; Mumbai; On-site; INR 600,000 - 1,200,000; Full time

Job summary

SkillLabs in Mumbai is seeking a Relationship Manager to execute trades on behalf of clients in line with their investment strategies and preferences. You will provide expert advisory services to grow portfolios and deepen AUM product penetration.

You will promote cross-selling of third-party investment products including MF, PMS, SIP, AIF, bonds, FDs, unlisted shares, and IAP, while acquiring new clients and nurturing ongoing relationships through regular portfolio reviews and engagement.

Qualifications

• Minimum 2 years of overall experience with at least 6 months in equity dealing in an Indian broking firm.
• Hands-on broking experience with strong understanding of financial products and market trends.
• Proven track record with HNI/UHNI clients.
• NISM VIII certification is mandatory.

Responsibilities

• Execute trades on behalf of clients in line with their investment strategies.
• Provide expert advisory services to enhance portfolio growth.
• Promote and cross-sell third-party investment products (MF, PMS, SIP, AIF, Bonds, FD, Unlisted Shares, IAP).
• Acquire new clients and nurture long-term relationships.
• Conduct client meetings to review portfolio performance and recommendations.

Skills

Broking experience

Financial products knowledge

Client acquisition & retention

Sales target achievement

Education

NISM Series VIII certification

Job description

• Execute trades on behalf of clients, aligning with their investment strategies and preferences.
• Provide expert advisory services to enhance portfolio growth, with a focus on Assets Under Management (AUM) product penetration.
• Promote and cross-sell third-party investment products, including Insurance, Mutual Funds (MF), PMS, SIP, AIF, Bonds, Fixed Deposits (FD), Unlisted Shares, and Investment Advisory Services (IAP).
• Acquire new clients while maintaining and nurturing long-term relationships with existing clients.
• Conduct client meetings to review portfolio performance, provide investment recommendations, and ensure continuous engagement. Preferred Candidate Profile:

Preferred Candidate Profile:

• Experience: Minimum 2 years of overall experience, with at least 6 months in equity dealing with an Indian broking firm.
• Hands-on experience in broking with a strong understanding of financial products and market trends.
• Proven track record in managing High Net Worth Individuals (HNI) and Ultra High Net Worth Individuals (UHNI) clients.
• Certification: NISM Series VIII certification is mandatory.
• Strong expertise in client acquisition, retention strategies, and sales target achievement.
• Prior experience in the broking industry is a must.