Relationship Manager Broking / Mutual Funds / Equity Advisor

Key Roles & Responsibilities:

- Manage and develop relationships with HNI, retail, and affluent clients for investment and wealth management products.
- Advise clients on mutual funds, equities, IPOs, bonds, and other investment products based on their financial goals and risk profile.
- Generate business through new client acquisition, referrals, and existing client relationships.
- Handle equity and mutual fund transactions, including buying/selling, SIPs, lumpsum investments, and portfolio reviews.
- Provide regular market updates, investment recommendations, and portfolio performance reports to clients.
- Cross-sell and upsell investment products to increase AUM, revenue, and brokerage income.




- Monitor client portfolios and suggest rebalancing or suitable investment opportunities based on market conditions.
- Coordinate with research and advisory teams to provide clients with relevant equity and market insights.
- Ensure proper KYC, documentation, compliance, and regulatory requirements are followed.
- Achieve assigned sales, AUM, brokerage, and revenue targets.
- Maintain solid relationships with clients to ensure retention and repeat business.
- Track market trends and stay updated on equity markets, mutual funds, economic developments, and investment products.
- Resolve client queries related to trading accounts, investments, transactions, and portfolio performance.

📌 Relationship Manager - Broking (India)
🏢 SkillLabs
📍 India