The Relationship Manager will be responsible for acquiring new clients, managing existing clients, increasing trading activity, generating brokerage revenue, and developing long-term relationships with retail and HNI clients.

- Generate current clients through calling, references, networking, market visits, and leads.
- Acquire new Demat and Trading Accounts.
- Build and maintain a strong prospect pipeline.
- Convert qualified prospects into active clients.
- Focus on acquisition of Retail, HNI and other eligible client segments.
- Maintain regular contact with existing clients.
- Understand clients' investment and trading requirements.
- Increase client engagement and trading activity.
- Resolve client queries by coordinating with relevant internal teams.
- Build long-term relationships and improve client retention.
- Drive equity brokerage business and achieve assigned monthly/quarterly targets.
- Increase client trading volumes and active-client base.




- Identify opportunities to increase client wallet share.
- Promote relevant products and services offered by the company.
- Generate business through referrals and existing client relationships.

Introduce suitable products/services to eligible clients, including:

- Equity Trading
- IPOs
- Mutual Funds
- Bonds / Fixed Income Products
- PMS / AIF, wherever applicable
- Margin/Funding products, wherever applicable
- Research and advisory services, where applicable
- Other company-approved financial products
- Keep updated with equity markets, market trends and major corporate developments.
- Understand the company's trading platforms and product offerings.
- Coordinate with the Research Team for relevant approved research material.
- Communicate product features and market information accurately and responsibly.

📌 Relationship Manager (Haldwani)
🏢 Choice International
📍 Haldwani