About the Role

Job Summary The Relationship Manager is responsible for acquiring new clients, generating brokerage revenue, cross-selling financial products, and maintaining robust 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

📌 MBA Relationship Manager (Udaipur)
🏢 Jainam Software
📍 Udaipur