Job Title: Relationship Manager (Equity Broking)

Job Summary

We are looking for a Relationship Manager to acquire and manage retail clients in the equity broking segment. The ideal candidate should have experience in client acquisition, relationship management, revenue generation, and cross-selling financial products while ensuring regulatory compliance.

Key Responsibilities

- Acquire new clients for Demat and Trading Accounts through leads, referrals, and field activities.
- Build and maintain solid relationships with existing and prospective clients.
- Achieve monthly targets for client acquisition, trading turnover, and brokerage revenue.
- Promote trading platforms, research services, and advisory solutions.
- Cross-sell financial products such as Mutual Funds, PMS,



Bonds, NCDs, and AIFs.
- Ensure compliance with regulatory and internal policies.

Eligibility

- Graduate with a valid NISM Certification (Mandatory).
- MBA or relevant certification is preferred.
- 2-4 years of experience in retail stock broking or financial services.

Skills Required

- Strong communication and relationship management skills.
- Good knowledge of equity markets and financial products.
- Client-focused, target-driven, and a team player.
- Sound understanding of compliance and regulatory guidelines.

📌 Relationship Manager (Leading Indian MNC Broking company) (New Delhi)
🏢 Adventz Group
📍 New Delhi