Job description for Relationship Manager
Designation:
Relationship Manager
Experience: 1-3 years
Location: Mumbai
Type: Full time
Job Description
We are looking for a dynamic and client-focused Relationship Manager to join our team at Share India
Securities Limited. The ideal candidate will play a key role in nurturing client relationships, managing
portfolios, supporting Authorized Persons (APs) and Business Partners (BPs), and contributing to
business growth through effective client engagement and participation in investor events.
Key Responsibilities:
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Act as the primary point of contact for high-net-worth clients.
Manage and nurture strong relationships with clients, APs, and BPs to increase client satisfaction
and retention.
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Handle and coordinate with over 30+ key accounts, ensuring optimal service delivery and timely
resolution of queries.
Understand individual client investment needs and provide tailored solutions and guidance
accordingly.
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Onboard new clients and APs while ensuring regulatory compliance and smooth activation.
Conduct client training, product briefings, and trading platform walk-throughs to ensure optimal
usage and client engagement.
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Participate actively in client and partner-focused events, seminars, and webinars to represent
the company and enhance brand presence.
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Maintain detailed records of client interactions, service issues, and feedback.
Provide regular updates to senior management on account status, client feedback, and portfolio
performance.
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Coordinate with internal departments like Research, Risk, Compliance, and IT to address and
fulfill client needs.
Prepare and maintain spreadsheets and reports for tracking portfolio performance and service
metrics.
Analyze market trends and relay relevant information to clients to support informed decision-
making.

Eligibility Criteria:
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Bachelor's degree in Finance, Business Administration, Economics, or a related field.
MBA/PGDM preferred.
13 years of relevant experience in client relationship management, preferably in financial
services or stock broking.
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NISM certifications (Series VII & VIII) will be an added advantage.
Strong knowledge of financial products, trading platforms, equity markets, and regulatory
frameworks.
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Excellent communication, interpersonal, and client-handling skills.
Proficiency in MS Office (Excel, Word, PowerPoint) and CRM software.
Ability to multitask, work under pressure, and meet performance benchmarks.
Interested candidates can share their resumes on (phone hidden) OR
[email protected]

📌 Relationship Manager (Nagpur)
🏢 Share India Securities
📍 Nagpur