Industry: Stock Broking / Financial Services

Department: Sales & Business Development

Location: As per business requirement

Position Overview

We are seeking a agile and result-oriented Relationship Manager (RM) to acquire, manage, and grow client relationships while driving revenue through investment and broking products. The role involves client acquisition, portfolio servicing, cross-selling financial products, and ensuring a high level of customer satisfaction.

Key Responsibilities
Acquire current clients through references, networking, and lead generation activities.
Generate revenue through Equity, Derivatives, Currency, Commodity, Mutual Funds, PMS, AIF, and other investment products.
Build and maintain long-term relationships with retail/HNI clients.
Provide investment guidance and market updates to clients.
Achieve assigned business targets in terms of client acquisition, revenue, and AUM.
Cross-sell and upsell financial products to existing clients.
Conduct regular portfolio reviews and client meetings.




Ensure timely resolution of client queries and service issues.
Maintain compliance with company policies and regulatory guidelines.

Desired Candidate Profile
Graduation/Post Graduation in Finance, Commerce, Business, or related field.
28 years of experience in Stock Broking, Wealth Management, Banking, or Financial Services.
Solid understanding of Capital Markets and Investment Products.
Excellent communication, relationship management, and sales skills.
NISM Certification preferred.
Proven track record in revenue generation and client acquisition.

Key Skills
Client Relationship Management
Equity & Derivatives Knowledge
Wealth Management
Investment Advisory
Cross-Selling & Upselling
Business Development
Capital Market Products
Sales & Revenue Generation

KPIs
Client Acquisition
Revenue Generation
AUM Growth
Product Penetration
Client Retention Rate
Activation of Trading Accounts

📌 Relationship Manager Mysuru
🏢 Jainam broking
📍 Mysuru