Relationship Manager

The Relationship Manager will be responsible for acquiring new clients, managing existing clients, increasing trading activity, generating brokerage revenue, and developing long-term relationships with retail and HNI clients.

• Generate new clients through calling, references, networking, market visits, and leads.
• Acquire new Demat and Trading Accounts.
• Build and maintain a strong prospect pipeline.
• Convert qualified prospects into active clients.
• Focus on acquisition of Retail, HNI and other eligible client segments.
• Maintain regular contact with existing clients.
• Understand clients' investment and trading requirements.
• Increase client engagement and trading activity.
• Resolve client queries by coordinating with relevant internal teams.
• Build long-term relationships and improve client retention.
• Drive equity brokerage business and achieve assigned monthly/quarterly targets.
• Increase client trading volumes and active-client base.
• Identify opportunities to increase client wallet share.
• Promote relevant products and services offered by the company.
• Generate business through referrals and existing client relationships.

Introduce suitable products/services to eligible clients, including:

• Equity Trading
• IPOs
• Mutual Funds
• Bonds / Fixed Income Products
• PMS / AIF, wherever applicable
• Margin/Funding products, wherever applicable
• Research and advisory services, where applicable
• Other company-approved financial products
• Keep updated with equity markets, market trends and major corporate developments.
• Understand the company's trading platforms and product offerings.
• Coordinate with the Research Team for relevant approved research material.
• Communicate product features and market information accurately and responsibly.