Key Responsibilities::

Client Acquisition and Onboarding:

- Identify and acquire new clients for equity trading and investment services.

- Build a strong network to generate leads and convert prospects into clients.

- Facilitate the onboarding process for recent clients, ensuring all documentation and KYC compliance are completed efficiently.

1. Client Relationship Management:

- Develop and maintain strong relationships with retail and high-net-worth individuals (HNIs).

- Understand clients' financial goals, risk tolerance, and investment needs to provide tailored equity market solutions.

- Regularly engage with clients to review their portfolios and suggest adjustments based on market trends.

1. Equity Market Advisory and Execution:

- Provide clients with expert advice on equity investments, market opportunities and trading strategies.

- Ensure timely execution of buy/sell orders and provide updates on market conditions.





- Suggest additional financial products such as mutual funds, bonds, and derivatives to diversify client portfolios.

1. Revenue Generation:

- Achieve individual revenue targets through equity broking revenue, Value added schemes and third party product sales.

- Identify cross-selling and up-selling opportunities for other financial products and services.

1. Market Awareness and Research:

- Stay updated on equity market trends, macroeconomic developments, and corporate actions.

- Share insights with clients and proactively guide them on portfolio strategies.

1. Compliance and Risk Management:

- Ensure all client transactions adhere to regulatory norms (SEBI, NSE/BSE, etc.).

- Maintain accurate records of client interactions and trading activities for audit purposes.

📌 Relationship Manager (Ayodhya)
🏢 Navya Mantra Hr Consulting
📍 Ayodhya