Job Summary:

The Dedicated Relationship Executive Sub Brokers will act as the primary point of contact for sub-broker partners, ensuring seamless communication, support, and business growth. The role involves assisting sub-brokers with client onboarding, trading, compliance, product updates, and performance tracking to strengthen relationships and drive revenue.

Key Responsibilities:
Sub-Broker Relationship Management
Build and maintain strong relationships with sub-brokers to drive business growth.
Understand their business models, client base, and challenges to provide tailored support.
Regularly meet sub-brokers to ensure satisfaction, engagement, and alignment with company objectives.
Business Development & Sales Support
Support sub-brokers in acquiring clients for stock broking, mutual funds, and other wealth products.
Assist in planning and executing local marketing campaigns or client engagement programs.
Monitor sub-broker performance and help them achieve sales targets.
Operational & Trading Support




Assist sub-brokers in account opening, KYC, DP operations, and trade execution.
Ensure smooth onboarding of recent clients through sub-brokers.
Help resolve operational issues, trading queries, and system challenges.
Compliance & Regulatory Assistance
Guide sub-brokers on SEBI, AMFI, exchange, and internal compliance requirements.
Ensure sub-brokers maintain proper documentation and reporting standards.
Monitor KYC, AML, and other regulatory adherence by sub-brokers.
Reporting & MIS
Track sub-broker performance, revenue contribution, and client acquisition metrics.
Prepare regular MIS and reports for senior management on sub-broker activities, challenges, and prospects.
Training & Support
Conduct training sessions, webinars, and workshops for sub-brokers on products, trading platforms, and compliance.
Share updates on recent product launches, trading tools, and market developments.

📌 Relationship Manager Gurugram
🏢 Intellectual Capital HR Consulting
📍 Gurugram