Company Description Ashika Group is one of India’s leading retail financial services organizations, focused on understanding each client’s business and financial needs in depth. The group offers a wide range of services across capital markets, futures and options, currency derivatives, wholesale debt, portfolio management, mutual funds distribution, depository services (CDSL and NSDL), commodities and derivatives. Ashika also provides merchant banking and underwriting, insurance, online trading, IPO marketing, and investment advisory services. With this comprehensive service portfolio, the group aims to anticipate client needs, solve complex financial problems, and create new opportunities. For more information, candidates can refer to the company’s disclaimer and privacy policy on its official website. Role Description The Relationship Manager with dealer role is a full-time, on-site position based in Kolkata. The role involves managing and strengthening relationships with retail and institutional clients, understanding their investment objectives, and providing suitable financial products and trading solutions. The Relationship Manager will execute trades in equity, derivatives, and other market segments, monitor client portfolios, and proactively communicate market updates and investment ideas. Daily responsibilities include coordinating with internal teams for seamless trade execution, resolving client queries,



ensuring compliance with regulatory and internal policies, and contributing to business growth through client acquisition and retention. The role requires regular interaction over phone, in-person meetings, and digital channels to deliver a high level of service and support. Qualifications
• Solid client relationship management skills, with the ability to understand client needs and provide appropriate financial solutions.
• Knowledge of capital markets, equity and derivative trading, mutual funds, and other investment products.
• Proficiency in trade execution platforms and basic understanding of risk and compliance in financial services.
• Excellent communication, negotiation, and interpersonal skills to interact effectively with diverse client groups.
• Analytical and numerical skills to interpret market data, track portfolios, and identify investment opportunities.
• Ability to work in a fast-paced environment, prioritize tasks, and meet targets while maintaining service quality.
• Bachelor’s degree in finance, commerce, economics, business, or a related field; relevant certifications (e.g., NISM, NSE/BSE certifications) are an advantage.
• Prior experience in broking, investment advisory, or financial services in a dealing or relationship management capacity is preferred.

📌 Relationship Manager with dealer (Kolkata)
🏢 Ashika Group
📍 Kolkata