1-3 yrs experience as a relationship manager in stock broking industry

Roles and responsibilities

· Conducting market research and analysis to identify trading opportunities.

· Managing risks through monitoring market volatility and implementing risk mitigation strategies.

· Building and maintaining relationships with existing clients, understanding clients' goals and requirements, providing market insights, and executing trades based on client preferences.

· Monitoring trades, tracking portfolio performance, and providing regular updates to clients.

· Cross-selling company products to clients, Franchisee addition

· Ensuring compliance with industry regulations and internal policies, and maintaining proper documentation.

· Learning, implementing, and improving back office functions.

· Language Skills: Proficiency in English, Hindi,



and any other local language.

· Strong communication and interpersonal skills, with the ability to build rapport and trust with clients.

Qualifications:

- Bachelor's degree in finance, business, or related field.
- Previous experience in sales or relationship management, preferably in the stock broking industry.
- Knowledge of mutual funds, investment products and other stock market products.
- Excellent communication and interpersonal skills.
- Strong customer service orientation

Job Types: Full-time, Permanent

Pay: ₹20,000.00 - ₹28,000.00 per month

Perks:

- Provident Fund

Work Location: In person

📌 Equity Dealer (Kochi)
🏢 Acumen Capital Market India
📍 Kochi