Relationship Manager- Broking (Panaji)

Alankit; Panaji; On-site; INR 1,200,000 - 2,400,000; Full time

Job summary

Alankit is seeking a dynamic Relationship Manager Broking to acquire new clients, manage existing relationships, and drive revenue through broking and investment products. The role involves building a strong client base, understanding investment needs, and increasing trading activity and wallet share.

The candidate should have 15 years of experience in stock broking or related financial services, with strong communication and sales skills to convert prospects into active clients across Equity,

Qualifications

• 15 years of experience in stock broking or wealth management.
• Graduate/Postgraduate in Finance, Commerce, Business Administration, or related field.
• Good understanding of equity markets and investment products.
• Experience in client acquisition and relationship management.

Responsibilities

• Acquire recent clients for demat, trading, and investment accounts through direct sales, references, lead generation, and market outreach.
• Manage and strengthen relationships with existing clients and increase client retention.
• Understand clients financial objectives, investment preferences, and risk appetite.
• Generate business through equity trading, derivatives, mutual funds, IPOs, bonds, and other investment products offered by the company.
• Encourage clients to actively use trading and investment platforms.
• Increase client activation, trading volumes, brokerage revenue, and overall wallet share.
• Provide clients with information regarding market developments, investment opportunities, IPOs, mutual funds, and other relevant products.
• Coordinate with research/advisory teams and communicate relevant market insights to clients.
• Conduct regular client calls and meetings to understand requirements and identify business opportunities.
• Generate referrals from existing clients and develop a strong prospect pipeline.
• Cross-sell and up-sell financial products based on customer requirements and suitability.
• Assist clients with account opening, KYC, documentation, transaction-related queries, and platform-related issues.
• Coordinate with internal operations, dealing, customer service, and compliance teams for smooth client servicing.
• Maintain accurate records of leads, client interactions, sales activities, and business performance.
• Ensure all client dealings and product communication comply with applicable regulatory and company guidelines.
• Achieve monthly and quarterly targets related to client acquisition, activation, brokerage, revenue, and product sales.

Skills

Relationship management

Sales skills

Communication

Negotiation

Client acquisition

Cross-selling

Education

Graduate in Finance/Commerce

Job description

Company: Alankit

Position: Relationship Manager Broking

Department: Broking / Capital Markets

Experience: 15 years

Employment Type: Full-Time

Location: Chennai/ Manipur/ Goa/ Ahmedabad/ Bhubaneshwar

Reports To: Branch Manager / Business Head

Job Summary

We are looking for a dynamic and target-oriented Relationship Manager Broking to acquire new clients, manage existing customer relationships, and drive revenue through broking and investment products. The candidate will be responsible for building a strong client base, understanding clients investment and trading requirements, providing product information, and increasing trading activity, revenue, and client engagement.

Key Responsibilities

• Acquire recent clients for demat, trading, and investment accounts through direct sales, references, lead generation, and market outreach.
• Manage and strengthen relationships with existing clients and increase client retention.
• Understand clients financial objectives, investment preferences, and risk appetite.
• Generate business through equity trading, derivatives, mutual funds, IPOs, bonds, and other investment products offered by the company.
• Encourage clients to actively use trading and investment platforms.
• Increase client activation, trading volumes, brokerage revenue, and overall wallet share.
• Provide clients with information regarding market developments, investment opportunities, IPOs, mutual funds, and other relevant products.
• Coordinate with research/advisory teams and communicate relevant market insights to clients.
• Conduct regular client calls and meetings to understand requirements and identify business opportunities.
• Generate referrals from existing clients and develop a strong prospect pipeline.
• Cross-sell and up-sell financial products based on customer requirements and suitability.
• Assist clients with account opening, KYC, documentation, transaction-related queries, and platform-related issues.
• Coordinate with internal operations, dealing, customer service, and compliance teams for smooth client servicing.
• Maintain accurate records of leads, client interactions, sales activities, and business performance.
• Ensure all client dealings and product communication comply with applicable regulatory and company guidelines.
• Achieve monthly and quarterly targets related to client acquisition, activation, brokerage, revenue, and product sales.

Products / Areas

The Relationship Manager will be responsible for business across:

• Equity Cash Market
• Futures & Options (F&O;)
• Intraday Trading
• IPOs
• Mutual Funds
• Bonds / Fixed Income
• Demat & Trading Accounts
• Other Capital Market and Investment Products

Candidate Profile

• Graduate/Postgraduate in Finance, Commerce, Business Administration, or a related field.
• 15 years of experience in stock broking, wealth management, financial services, banking, or investment distribution.
• Good understanding of equity markets, trading, Demat accounts, F&O;, mutual funds, IPOs, and investment products.
• Experience in client acquisition and relationship management will be preferred.
• Strong communication, negotiation, and sales skills.
• Target-oriented and comfortable working in a performance-driven environment.
• Ability to build relationships with retail, affluent, and HNI clients.
• Existing client network will be an advantage.
• NISM certifications relevant to the role will be preferred.

Key Performance Indicators (KPIs)

• New client acquisition
• Demat & trading account opening
• Client activation
• Brokerage/revenue generation
• Trading volume
• Equity and F&O; business
• Mutual Fund/IPO/Bond sales
• Client retention
• Cross-selling and product penetration
• Referral generation
• Achievement of monthly and quarterly targets

Ideal Candidate

The ideal candidate should be a strong sales and relationship professional with a passion for capital markets, capable of converting prospects into active trading/investment clients and building long-term relationships while consistently achieving business targets. .