Role & responsibilities

- Acquire new clients for Equity, Demat, and Trading Accounts through various channels.
- Generate business through client acquisition and relationship management activities.
- Build and maintain strong relationships with existing and prospective clients.
- Assist clients with investment opportunities in Equity, Mutual Funds, SIPs, IPOs, Bonds, and other financial products.
- Cross-sell and up-sell investment products to maximize revenue and client engagement.
- Provide regular market updates, investment insights, and trading support to clients.
- Handle client queries related to trading platforms, Demat accounts, and investment products.
- Achieve monthly business targets related to client acquisition, activation, brokerage revenue, and cross-selling.
- Coordinate with internal teams to ensure seamless onboarding and servicing of clients.




- Ensure adherence to regulatory and compliance guidelines prescribed by NSE, BSE, SEBI, and the organization.

Preferred candidate profile

- Experience in Stock Broking, Wealth Management, or Capital Markets.
- Robust understanding of Equity Markets, Derivatives, and Investment Products.
- Proven experience in client acquisition and business development.
- Ability to generate and nurture leads through references, networking, and market outreach.
- Excellent communication, negotiation, and relationship management skills.
- Strong sales orientation with a target-driven approach.
- Knowledge of trading platforms and market operations.
- NISM VIII Certification preferred.

Interested candidate can share their profile on WhatsApp - (phone hidden)

📌 Relationship Manager (Dehradun)
🏢 Alankit
📍 Dehradun