Job Title

Relationship Manager (RM)

Department

Sales & Business Development

Location

As per business requirement

Reports To

Branch Manager / Regional Sales Manager

Job Summary

The Relationship Manager is responsible for acquiring new clients and managing existing relationships to drive revenue growth. The role involves promoting equity, derivatives, mutual funds, PMS, AIF, insurance, and other investment products while providing exceptional customer service and investment guidance.

Key Responsibilities

- Acquire new clients through referrals, networking, and market outreach activities.
- Generate brokerage revenue by promoting trading and investment products.
- Cross-sell financial products such as Mutual Funds, PMS, AIF, Bonds, IPOs, and Insurance.
- Build and maintain strong relationships with retail and HNI clients.
- Achieve monthly, quarterly, and annual business targets.
- Conduct portfolio reviews and provide suitable investment solutions.
- Ensure high customer satisfaction and retention levels.
- Stay updated on market trends, investment products, and competitor activities.
- Maintain compliance with company policies and regulatory guidelines.
- Coordinate with internal teams for account opening,



client servicing, and issue resolution.

Required Skills & Qualifications

- Graduate in any discipline (MBA/PGDM preferred).
- Minimum 1-5 years of experience in Stock Broking, Wealth Management, Banking, or Financial Services.
- Solid understanding of Equity, Derivatives, Mutual Funds, PMS, and AIF products.
- Excellent communication, negotiation, and relationship management skills.
- Target-oriented with strong sales acumen.
- NISM certification will be an added advantage.

Key Performance Indicators (KPIs)

- Client Acquisition

- Revenue Generation

- Brokerage Achievement
- Cross-Selling Revenue

- Client Retention
- Asset Under Management (AUM) Growth

- Customer Satisfaction Score

Preferred Candidate Profile

- Experience in stock broking or capital market industry.
- Strong network of retail/HNI clients.
- Ability to work in a fast-paced, target-driven environment.
- Excellent interpersonal and presentation skills.

Industry: Stock Broking / Capital Markets / Financial Services

Employment Type: Full Time

Experience: 1-5 Years (can be modified based on requirement)

📌 Relationship Manager (Gujarat)
🏢 Jainam Broking
📍 Gujarat