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