About the Role
Job Summary The Relationship Manager is responsible for acquiring current clients, generating brokerage revenue, cross-selling financial products, and maintaining strong relationships with existing clients. The role requires a thorough understanding of equity markets, trading products, and wealth creation opportunities. Responsibilities
• Acquire and activate new Demat & Trading accounts.
• Generate brokerage revenue through client trading activities.
• Build and maintain long-term relationships with retail and HNI clients.
• Provide market updates, trading ideas, and investment opportunities to clients.
• Cross-sell products such as Mutual Funds, PMS, AIF, Bonds, IPOs, Insurance, and Loans.
• Achieve monthly AUM, revenue, and client acquisition targets.
• Monitor client portfolios and identify business opportunities.
• Resolve client queries and coordinate with operations/support teams.
• Ensure compliance with SEBI, Exchange, and company policies.
• Regularly engage inactive clients and increase wallet share.



Qualifications
• Graduate/MBA in Finance, Marketing, or related field. Required Skills
• 1-5 years of experience in Stock Broking, Wealth Management, or BFSI.
• Strong knowledge of Equity, Derivatives, Mutual Funds, and Capital Markets.
• Excellent communication, sales, and relationship management skills.
• Ability to achieve business and revenue targets. Preferred Skills
• NISM VIII Equity Derivatives Certification preferred. Required Skills
• Key Skills Client Acquisition
• Relationship Management
• Equity & Derivatives Markets
• Financial Product Sales
• Portfolio Advisory
• Revenue Generation
• Cross-Selling
• Communication & Negotiation Preferred Skills
• KPIs New Client Acquisition
• Brokerage Revenue
• Active Client Base
• AUM Growth
• Cross-Sell Revenue
• Client Retention Ratio

📌 Relationship Manager (Udaipur)
🏢 Jainam
📍 Udaipur