Company: Alankit

Position: Relationship Manager Broking

Department: Broking / Capital Markets

Experience: 1–5 years

Employment Type: Full-Time

Location: Chennai/ Manipur/ Goa/ Ahmedabad/ Bhubaneshwar

Reports To: Branch Manager / Business Head

Job Summary

We are looking for a dynamic and target-oriented Relationship Manager – Broking to acquire new clients, manage existing customer relationships, and drive revenue through broking and investment products.

The candidate will be responsible for building a strong client base, understanding clients’ investment and trading requirements, providing product information, and increasing trading activity, revenue, and client engagement.

Key Responsibilities

- Acquire new clients for demat, trading, and investment accounts through direct sales, references, lead generation, and market outreach.
- Manage and strengthen relationships with existing clients and increase client retention.
- Understand clients’ financial objectives, investment preferences, and risk appetite.
- Generate business through equity trading, derivatives, mutual funds, IPOs, bonds, and other investment products offered by the company.
- Encourage clients to actively use trading and investment platforms.
- Increase client activation, trading volumes, brokerage revenue, and overall wallet share.
- Provide clients with information regarding market developments, investment opportunities, IPOs, mutual funds, and other relevant products.
- Coordinate with research/advisory teams and communicate relevant market insights to clients.
- Conduct regular client calls and meetings to understand requirements and identify business opportunities.
- Generate referrals from existing clients and develop a strong prospect pipeline.
- Cross-sell and up-sell financial products based on customer requirements and suitability.
- Assist clients with account opening, KYC, documentation, transaction-related queries, and platform-related issues.
- Coordinate with internal operations, dealing,



customer service, and compliance teams for smooth client servicing.
- Maintain accurate records of leads, client interactions, sales activities, and business performance.
- Ensure all client dealings and product communication comply with applicable regulatory and company guidelines.
- Achieve monthly and quarterly targets related to client acquisition, activation, brokerage, revenue, and product sales.

Products / Areas The Relationship Manager will be responsible for business across:
- Equity Cash Market
- Futures & Options (F&O;)
- Intraday Trading
- IPOs
- Mutual Funds
- Bonds / Fixed Income
- Demat & Trading Accounts
- Other Capital Market and Investment Products

Candidate Profile
- Graduate/Postgraduate in Finance, Commerce, Business Administration, or a related field.
- 1–5 years of experience in stock broking, wealth management, financial services, banking, or investment distribution.
- Valuable understanding of equity markets, trading, Demat accounts, F&O;, mutual funds, IPOs, and investment products.
- Experience in client acquisition and relationship management will be preferred.
- Strong communication, negotiation, and sales skills.
- Target-oriented and comfortable working in a performance-driven environment.
- Ability to build relationships with retail, affluent, and HNI clients.
- Existing client network will be an advantage.
- NISM certifications relevant to the role will be preferred.

Key Performance Indicators (KPIs)
- New client acquisition
- Demat & trading account opening
- Client activation
- Brokerage/revenue generation
- Trading volume
- Equity and F&O; business
- Mutual Fund/IPO/Bond sales
- Client retention
- Cross-selling and product penetration
- Referral generation
- Achievement of monthly and quarterly targets

Ideal Candidate The ideal candidate should be a strong sales and relationship professional with a passion for capital markets, capable of converting prospects into active trading/investment clients and building long-term relationships while consistently achieving business targets.

📌 Relationship Manager- Broking (Ahmedabad)
🏢 Alankit
📍 Ahmedabad