Job Title: Relationship Manager

Location: Delhi

Position Type: Full-Time

Job Summary:

The Relationship Manager will play a key role in managing and nurturing client relationships within our stock broking house. This position is responsible for providing exceptional service to clients, advising them on investment opportunities, and ensuring a seamless trading experience. The ideal candidate will possess a deep understanding of financial markets, strong interpersonal skills, and a commitment to client success.

Key Responsibilities:

- Client Relationship Management: Acquisition of Recent customers and maintain strong relationships with clients, understanding their investment goals and preferences to provide tailored solutions.

- Advisory Services: Offer expert guidance on market trends, investment strategies, and financial products to help clients make informed decisions.

- Account Management: Oversee client accounts, ensuring accuracy in trading and compliance with regulatory requirements.

- Customer Support: Address client inquiries and resolve issues promptly, providing timely updates on market changes and account status.

- Performance Monitoring: Track and analyse client portfolios, recommending adjustments as necessary to optimize performance.

- Market Research: Stay informed about market developments, economic indicators, and investment opportunities, sharing insights with clients regularly.





- Sales Growth: Identify opportunities for upselling and cross-selling financial products and services to enhance client portfolios.

- Collaboration: Work closely with internal teams (trading, compliance, research) to ensure a cohesive client experience and effective execution of trades.

Requirements

Qualifications:

- Education: Bachelor’s degree in Finance, Business, Economics, or a related field; relevant certifications (NISM) is a plus.

- Experience: 3-5 years of experience in relationship management, sales, or client advisory roles within the financial services or stock broking industry.

- Skills:

- Strong knowledge of financial markets, investment products, and trading processes.

- Excellent interpersonal and communication skills, with a focus on client engagement.

- Proficient in CRM software and trading platforms.

- Analytical mindset with the ability to interpret financial data and trends.

- Attributes:

- Proactive, client-focused, and results-driven.

- Strong organizational skills with the ability to manage multiple clients and priorities.

- High ethical standards and commitment to compliance.

Benefits

Benefits: Salary up to 8LPA +Performance based Incentive

Feel free to reach us for any query @Rahul kumar-(phone hidden), Saurabh Agrawal-(phone hidden).

📌 Relationship Manager - A Leading Stock Broking Company (Delhi)
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📍 Delhi