Role & Responsibilities

Business Development

- Acquire current 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]

📌 Relationship Manager - Retail Equity Broking (New Delhi)
🏢 Almondz Global Infra Consultant (AGICL)
📍 New Delhi