Relationship Manager

Job description :-

• Proactively engage with assigned clients on a regular basis to provide market updates, equity ideas, and advisory support.
• Conduct regular meetings with existing and prospective clients to understand their investment needs and risk profiles.
• Acquire new clients and drive account activation through effective networking and outreach.
• Focus on reactivating dormant client accounts and expanding the active client base.
• Execute trades accurately and promptly on behalf of clients across Equity, F&O, and Currency segments via trading terminals.
• Maintain compliance with regulatory bodies (SEBI, Stock Exchanges) and internal risk guidelines during trade execution.
• Assist clients with margin requirements, exposure management, and trade settlements.
• Achieve monthly and quarterly brokerage revenue targets across client portfolios.
• Cross-sell third-party financial products, including Mutual Funds, IPOs, Fixed Deposits, and Insurance solutions.
• Promote Margin Trading Facility (MTF) usage to help clients optimize their trading capacity and generate interest revenue.

Pay: ₹350,000.00 - ₹500,000.00 per year

Application Question(s):

• What's your current and expected CTC?

Education:

• Bachelor's (Required)

Experience:

• Total: 2 years (Required)
• Relationship management: 2 years (Required)

Work Location: In person