Hiring Relationship Manager for Leading Stock broking company

Location--Kanpur, Lucknow. Ayodhya

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.

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.

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.

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.
- Monitor and ensure high client activity levels to meet brokerage revenue goals.

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.
- Provide inputs for market reports and assist in developing investment strategies for the team.

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.
- Educate clients about market risks and ensure they invest within their risk appetite.

Experience -- 2-6 years of experience in Equity markets, Insurance, Mutual funds, Banking (except loan products), wealth management, or a similar role. Qualification -- Bachelor’s degree in Finance, Commerce, or Economics (NISM certifications preferred).

Pay: Up to ₹700,000.00 per year

Benefits

- Health insurance
- Leave encashment
- Life insurance
- Provident Fund

Work Location: In person

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