Roles & Responsibilities – Client RetentionReactive Client ManagementContact inactive/reactive clients regularly and understand the reason for inactivity.
Identify client requirements and provide suitable support to encourage trading activity.
Follow up with clients and convert inactive clients into active traders.
Dormant Client ReactivationIdentify dormant accounts with trading potential.
Conduct calls and follow-ups to understand the reason for dormancy.
Guide clients through the reactivation process and encourage them to resume trading.
HNI Client EngagementIdentify HNI clients with high trading/investment potential.
Maintain regular communication and build long-term relationships.
Encourage increased trading activity based on the client's needs and interests.
Focus on generating sustainable brokerage revenue from active HNI clients.




Brokerage GenerationDrive trading activity among inactive, dormant, and HNI clients.
Increase client engagement and transaction frequency.
Achieve monthly brokerage and revenue targets.
Client RetentionMaintain robust relationships with existing clients.
Resolve client concerns quickly and coordinate with internal teams when required.
Minimize client inactivity and improve client retention.
Daily/Monthly TrackingMaintain daily call and follow-up records.
Track reactivated clients, first trades, trading volume, and brokerage generated.
Prepare regular performance reports against assigned targets.

📌 Relationship Manager Mumbai
🏢 Alice Blue Financial Services
📍 Mumbai