Relationship Manager- Advisory

SkillLabs; Chennai District; On-site; INR 800,000 - 1,200,000; Full time

Job summary

SkillLabs in India seeks an experienced Relationship Manager to execute trades, advise on portfolio growth, and cross-sell a broad range of financial products. The role focuses on acquiring new clients while nurturing long-term relationships and engaging clients through regular portfolio reviews.

Candidates should have 2+ years of experience, including 6 months in equity dealing, and hold NISM Series VIII certification. Prior broking industry experience is essential.

Qualifications

• Minimum 2 years of overall experience, with at least 6 months in equity dealing with an Indian broking firm.
• Hands-on broking experience with strong understanding of financial products and market trends.
• Proven track record in managing HNI and 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.

Responsibilities

• 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.

Skills

Broking experience

NISM VIII

Equity dealing

Client acquisition

Sales targets

Relationship management

Market trends

Financial products

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.