About Company : Almondz Global Securities Limited (AGSL) is one of the leading Company in India servicing to its clients since 1994. The area of services include Equity Capital Market, Debt Capital Market, Private Equity and M&A;, Infrastructure Advisory, Equity Broking & Wealth Management, Debt Portfolio Management Services and Distribution. A well diversified client base spread from PSU's to Private Corporates, Insurance Companies to Fund Houses, Banks & FI’s to Employee Benefit Funds, High Net Worth Individuals to Retail Investors provide us with an complete range of client to Originate the transactions as well Market the transactions. For more details about AGSL, please refer to our website: www.almondz.com.
JOB TITLE :Relationship Manager
LOCATION:Current Delhi
QUALIFICATIONS: Graduate, MBA preferred
ADDITIONAL / PROFESSIONAL QUALIFICATIONS
NISM Series V-A
NISM Series VIII
*AMFI certification preferred but not mandatory
EXPERIENCE
5 - 10 years’ experience in Equity Broking Activities
Position Summary
The Relationship Manager – Equity Trading is responsible for acquiring and servicing retail, HNI, and active trading clients by providing equity market solutions, trading support, and investment guidance. The role focuses on generating brokerage revenue, increasing client engagement, promoting trading products, and ensuring exceptional client experience while maintaining regulatory compliance.
JOB DESCRIPTION
Business Development
Acquire new 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
📌 Relationship Manager (India)
🏢 Almondz
📍 India