About the Company

Jainam Broking Limited is a fast-growing financial services organization delivering comprehensive investment and wealth management solutions across India. With a strong foundation of trust, innovation, and client-centricity, Jainam continues to expand its presence in the capital markets ecosystem.

About the Role

We are seeking a Relationship Manager who will be responsible for acquiring new clients and maintaining strong relationships with existing clients. The role involves promoting equity and derivatives products, assisting clients with Demat account opening, and driving revenue through cross-selling of financial products. The candidate will work closely with the sales and operations teams to ensure smooth onboarding and high-quality client service.

Responsibilities

- Industry:
- Stock Broking / Capital Markets / Financial Services
- - Department:
- B2C / Retail Broking
- - Job Purpose
- The Branch Manager will be responsible for driving the overall business performance of the branch, including revenue generation, client acquisition, relationship management, team productivity, and operational discipline. The role requires strong knowledge of capital markets and the ability to lead a sales team in a target-driven stock broking environment.

Key Responsibilities

- 1. Business Development & Revenue
- Drive branch revenue and achieve assigned business targets.
- Develop and execute strategies for new client acquisition and activation.
- Increase business across products such as Equity, Equity Derivatives, Currency, Commodity, Mutual Funds, IPOs, Bonds, and other investment products, as applicable.
- Focus on increasing active clients, trading volumes, and overall client engagement.




- Identify opportunities for cross-selling and deepening existing client relationships.

- 2. Team Management
- Lead, guide, and manage Relationship Managers, Dealers, Sales Executives, and other branch resources.
- Allocate individual targets and monitor achievement against branch objectives.
- Conduct regular business reviews and provide necessary guidance to improve productivity.
- Support recruitment, onboarding, training, and development of branch team members.
- Build a performance-oriented and customer-focused branch culture.

- 3. Client Relationship Management
- Build and maintain relationships with HNI, retail, and other key clients.
- Understand client investment requirements and ensure appropriate product solutions are offered.
- Monitor key client relationships and support the team in resolving escalated client concerns.
- Drive client retention, engagement, and referral business.

- 4. Branch Operations & Compliance
- Ensure branch activities are conducted in accordance with applicable internal policies and regulatory requirements.
- Coordinate with Operations, Risk, Compliance, Research, and other internal functions for smooth branch functioning.
- Ensure adherence to KYC, documentation, client onboarding, and internal control requirements.
- Monitor outstanding issues, client complaints,



operational exceptions, and ensure timely closure.
- Maintain proper branch records, reporting, and business MIS.

- 5. Market & Business Development
- Stay updated on equity markets, financial products, competitor activities, and local market opportunities.
- Develop the branch's presence within the assigned geography.
- Conduct client meetings, awareness activities, investor interactions, and other business development initiatives as required.

- Key Performance Indicators (KPIs)
- Branch revenue achievement
- Current client acquisition and activation
- Active client ratio
- Brokerage / business volume
- Cross-sell revenue
- Client retention
- Team productivity and target achievement
- Operational and compliance adherence

Qualifications

- Desired Candidate Profile
- Education:
- Graduate in any discipline; MBA/PGDM in Finance, Marketing, or a related field preferred.
- Experience: 5–10 years of experience in Stock Broking, Securities, Wealth Management, or Capital Markets.
- Prior experience in branch handling and team management is strongly preferred.
- Proven exposure to revenue generation and client acquisition in a target-driven environment.

Required Skills

- Strong understanding of Equity and Derivatives Markets
- Branch P&L; and revenue management
- Sales and business development
- Client acquisition and relationship management
- Team leadership and target management
- Knowledge of broking operations and regulatory requirements
- Strong communication and negotiation skills
- Analytical and problem-solving abilities
- Local market knowledge and strong business networking

📌 Branch Manager (New Delhi)
🏢 Jainam
📍 New Delhi