Relationship Manager - Advisory

SkillLabs; Hyderabad; On-site; INR 600,000 - 850,000; Full time

Job summary

SkillLabs in Hyderabad is seeking an experienced broking professional to execute trades and provide strategic advisory aligned with client investment strategies.

The role emphasizes acquiring new clients, nurturing relationships, and achieving sales targets while promoting a broad range of investment products to enhance portfolio growth.

Qualifications

• Hands-on equity broking experience and client-facing advisory skills.
• Strong understanding of financial products and market movements.
• Proven ability to grow AUM and meet sales targets.
• Experience in acquiring and retaining HNI/UHNI clients.

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 AUM product penetration.
• Promote and cross-sell third-party investment products, including Insurance, MF, PMS, SIP, AIF, Bonds, FD, Unlisted Shares, and 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

Equity broking

HNI/UHNI clients

Client acquisition

Sales targets

Relationship management

Market trends

Broking industry experience

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.