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 agile and target-oriented Relationship Manager – Broking to acquire recent 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, d

📌 Relationship Manager Broking Ahmedabad
🏢 Alankit
📍 Ahmedabad