JOB DESCRIPTION – RELATIONSHIP MANAGER

Client Relationships | Mumbai (Fort) | Office-based | Full-time

Position Details

- Position: Relationship Manager
- Company: Devmani Traders Pvt. Ltd.
- Location: 108 Horniman Circle Chambers, Fort, Mumbai 400001 (Office-based)
- Reports to: Head
- Employment Type: Full-time
- Experience: 1–3 years managing clients at a stockbroker, Authorised Person, bank or financial services firm
- Certification: NISM Series VIII – Equity Derivatives (mandatory)
- Openings: 1

About Devmani Traders

Devmani Traders Pvt. Ltd. is a Mumbai-based financial services firm, established in 2008. We are an AMFI Registered Mutual Fund Distributor (ARN-289110), a SIF distributor and an Authorised Person of Kotak Securities Ltd.

From our office at Horniman Circle, Fort, we serve individual investors, families, corporates, trusts and societies. Our mutual fund book is above ₹200 crore in AUM and equity assets under our Kotak Securities arrangement exceed ₹2,000 crore, supported by in-house research, operations and back-office teams.

Role Summary

The Relationship Manager owns a book of allotted clients and is their main point of contact at Devmani. You will place trades for these clients on their instructions, keep them informed about their holdings and positions, handle their service needs, and grow the relationship across our product basket.

Success is measured by client retention and satisfaction, trading activity and assets in your book, and accurate, compliant execution of every client order.

Key Responsibilities

Client Relationship Management

- Act as the single point of contact for your allotted clients by phone, WhatsApp, email and in-office meetings.
- Hold regular review conversations with each client, covering holdings, open positions, SIP/STP/SWP status and upcoming needs.




- Coordinate portfolio reviews and reports with the research and operations teams.
- Resolve client queries and complaints quickly and within regulatory timelines.

Trading for Allotted Clients

- Place equity cash and F&O; orders for your allotted clients on the Kotak Securities platform, strictly on client instruction.
- Confirm every order with the client before and after execution, on recorded lines or approved written channels.
- Check margin and holdings before placing orders; monitor open positions, MTM and margin shortfalls and alert clients early.
- Reconcile executed trades against client instructions at end of day and share confirmations and contract notes.

Growing the Client Book

- Increase activity and assets from your allotted clients, and reactivate dormant accounts.
- Introduce clients to the wider Devmani product basket: mutual funds, SIF, insurance and loans.
- Seek referrals from satisfied clients to add new relationships to your book.

Service, Reporting and Compliance

- Coordinate KYC updates, nominations, DP/DIS, pledges and fund pay-in/pay-out with the operations team.
- Keep client interaction notes and a book tracker in the CRM or Excel; share weekly updates with management.
- Follow SEBI, exchange and Kotak Securities rules for Authorised Persons, the AMFI Code of Conduct and applicable IRDAI guidelines.
- Share Kotak Securities research where requested, without personal recommendations; never trade without a client instruction.

Requirements

Experience





- 1–3 years handling client relationships at a stockbroker, Authorised Person, bank or financial services firm.
- Hands-on experience placing equity cash and F&O; trades for clients; you will trade for your allotted clients.

Certification and Education

- NISM Series VIII – Equity Derivatives (mandatory).
- Graduate in any discipline; a finance qualification such as CA, CFA, CFP or MBA (Finance) is preferred.

Skills

- Sound knowledge of equity markets, F&O; contracts, order types, lot sizes, expiry and margin rules.
- Strong client communication, patience and follow-through; able to explain products clearly.
- Accurate order entry and close attention to detail.
- Working knowledge of MS Excel and a CRM or tracker.
- Explicit communication in English and Hindi; Gujarati or Marathi is a plus.
- High integrity and a firm grasp of client confidentiality.
- Added advantage: an existing book or network of HNI, family or business-owner clients, and experience with mutual funds, insurance or other financial products.

What We Offer

- Fixed salary with incentives linked to book growth, brokerage and assets in your client book.
- An established client base built since 2008, allotted to you from day one.
- Full research, operations and back-office support, so you can focus on clients.
- A clear growth path in a stable, established firm.

How to Apply: Send your CV and NISM certificate copy to [email protected] with the subject line "Application – Relationship Manager", or call +91-XXXXXXXXXX.

Company Details

Devmani Traders Pvt. Ltd.
108 Horniman Circle Chambers, 1st Floor, S.A. Brelvi Road, Fort, Mumbai 400001
Phone: 022 42134213
Email: [email protected]
Website: www.devmanitraders.in

Pay: ₹25,000.00 - ₹35,000.00 per month

Benefits:

- Food provided

Work Location: In person

📌 Relationship Manager (Fort)
🏢 Devmani Traders
📍 Fort