Relationship Manager – Broking / Mutual Funds / Equity Advisor

Key Roles & Responsibilities
Manage and develop relationships with HNI, retail, and affluent clients for investment and wealth management products.
Advise clients on mutual funds, equities, IPOs, bonds, and other investment products based on their financial goals and risk profile.
Generate business through recent client acquisition, referrals, and existing client relationships.
Handle equity and mutual fund transactions, including buying/selling, SIPs, lumpsum investments, and portfolio reviews.
Provide regular market updates, investment recommendations, and portfolio performance reports to clients.
Cross-sell and upsell investment products to increase AUM, revenue, and brokerage income.




Monitor client portfolios and suggest rebalancing or suitable investment prospects based on market conditions.
Coordinate with research and advisory teams to provide clients with relevant equity and market insights.
Ensure proper KYC, documentation, compliance, and regulatory requirements are followed.
Achieve assigned sales, AUM, brokerage, and revenue targets.
Maintain solid relationships with clients to ensure retention and repeat business.
Track market trends and stay updated on equity markets, mutual funds, economic developments, and investment products.
Resolve client queries related to trading accounts, investments, transactions, and portfolio performance.

📌 Relationship Manager Broking Ludhiana
🏢 SkillLabs
📍 Ludhiana