Relationship Manager - Retail Equity Broking

Role & Responsibilities

Business Development

• Acquire new retail and HNI clients for equity trading.
• Open Demat and Trading accounts through various sourcing channels.
• Develop and maintain a strong pipeline of prospective clients.
• Cross-sell financial products such as Mutual Funds, Bonds, PMS, AIFs, Insurance, and Fixed Deposits.
• Generate business through referrals, networking, and corporate tie-ups.

Client Relationship Management

• Build and maintain long-term relationships with clients.
• Understand clients' investment objectives and risk profiles.
• Conduct regular portfolio reviews and recommend suitable investment opportunities.
• Ensure high levels of client satisfaction and retention.

Trading & Investment Advisory

• Assist clients in executing equity and derivatives trades.
• Share market updates, research reports, and trading ideas.
• Promote delivery, intraday, derivatives, and margin trading products.
• Educate clients on market trends, investment strategies, and risk management.
• Coordinate with research and dealing teams for timely execution of recommendations.

Revenue Generation

• Achieve monthly and annual brokerage targets.
• Increase active client base and trading volumes.
• Improve client wallet share through cross-selling and upselling.
• Drive recurring revenue through client engagement.

Client Activation & Engagement

• Reactivate dormant trading accounts.
• Conduct client meetings, webinars, and investor awareness sessions.
• Regularly follow up with inactive clients to increase trading frequency.
• Maintain continuous engagement through calls, emails, and digital channels.

Compliance & Operations

• Ensure adherence to SEBI, NSE, BSE, and internal compliance guidelines.
• Complete KYC, account opening, and documentation accurately.
• Maintain confidentiality of client information.
• Coordinate with operations for smooth onboarding and issue resolution.

Market Intelligence

• Stay updated with equity markets, economic developments, and corporate actions.
• Track competitor offerings and identify business opportunities.
• Understand market sentiment and communicate actionable insights to clients.

Interested candidates can email their CVs to [email protected]