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Email- [email protected] For Below role

Role & responsibilities

Hiring Sr Relationship Manager For Broking Products

Job Location- Ahmedabad, Mumbai, Delhi, Chennai, Hyderabad, Coimbatore

Qualification Required-Graduate

Brief about the company-

Company is one of India's oldest and most prominent full-stack financial services powerhouses, boasting over 80 years of market experience. , the firm has evolved from a standalone stock brokerage into an integrated financial institution serving institutional, corporate, high-net-worth (HNI), family office, and retail clients globally

Designation Sr Relationship Manager/ Broking

Roles & Responsibilities:

1. Client Acquisition and Business Development: -Identify and target potential clients to expand our customer base.

-Develop and implement effective strategies to acquire current clients.

-Build and maintain a network of contacts to generate business leads.

-Conduct market research to identify business opportunities and stay updated with industry trends.

-Collaborate with the sales and marketing team to develop and execute marketing campaigns.

2. Equity Advice and Cross-Selling: -Provide expert advice to clients on equity investments and portfolio recommendations.

-Analyze market trends, economic indicators, and company performance to make informed investment recommendations.

-Promote and cross-sell a range of financial products, including insurance, AIF, PMS, and other relevant products to clients.

-Identify opportunities for up-selling and offer tailored financial solutions to meet clients&; investment objectives.

3. Customer Relationship Management:

-Establish and nurture strong relationships with clients to ensure long-term loyalty and satisfaction.





-Conduct regular meetings with clients to understand their financial goals and provide personalized advice.

-Address client queries, concerns, and complaints promptly and effectively.

-Provide regular updates on market trends, investment opportunities, and portfolio performance to clients.

-Anticipate and proactively resolve any issues or conflicts to maintain a high level of customer satisfaction.

4. New Business Avenues and Client Servicing:

-Continuously explore current business avenues and opportunities to expand the client base.

- Identify potential partnerships and strategic alliances to enhance business growth. -Collaborate with internal teams to ensure smooth and efficient client on boarding and servicing processes.

-Maintain accurate records of client interactions, transactions, and sales activities in CRM systems.

- Prepare and present reports on sales performance, client feedback, and market trends to management.

Requirements: -Bachelor's degree in finance, business administration, or a related field (Master's degree preferred).

-Proven experience as a Relationship Manager or a similar role in the financial services industry with at least 50 relationships and 1 Cr. active AUM.

- Minimum 4 years of experience in Equity/ Demat account/ Broking Product sales -In-depth knowledge of equity markets, financial products, and investment strategies.

-Strong sales and negotiation skills with a track record of achieving targets.

-Excellent communication and interpersonal skills to build and maintain client relationships.

-Analytical thinking and problem-solving abilities to provide accurate and relevant financial advice.

Call- (phone hidden) Email- [email protected]

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Preferred candidate profile

📌 Sr Relationship Manager Equity/ Demat account/ Broking Product sales (Ahmedabad)
🏢 Contactx Resource Management
📍 Ahmedabad