Relationship Manager - Advisory

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

Job summary

SkillLabs in India seeks an experienced broking professional to execute trades and advise on portfolio growth in line with client strategies. You will work with high-net-worth clients, promote third-party investment products, and acquire new business while maintaining strong relationships.

The ideal candidate has 2+ years of overall experience, at least 6 months in equity dealing, and holds a mandatory NISM Series VIII certification. Prior broking exposure and a proven sales record are essential.

Qualifications

• Minimum 2 years overall experience with at least 6 months in equity dealing with an Indian broking firm.
• Hands-on broking experience and strong understanding of financial products and market trends.
• Proven track record in managing HNI and UHNI clients.
• 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 in line with their investment strategies.
• Provide advisory services to enhance portfolio growth and AUM product penetration.
• Promote and cross-sell third-party investment products (Insurance, MF, PMS, SIP, AIF, Bonds, FD, Unlisted Shares, IAP).
• Acquire new clients while nurturing existing relationships.
• Conduct client meetings to review performance and provide investment recommendations.

Skills

Broking experience

Financial products

Market trends

Client acquisition

Sales targets

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.