Relationship Manager Retail Advisory

Company: Leading Financial Services Firm (Securities & Broking)

Locations: Mumbai | Chennai | Bengaluru | Hyderabad | Kolkata | Delhi

Experience: 2–5 years in Retail Broking / Securities Advisory

Employment Type: Full-time

CTC: As per industry standards / Best in industry

About the Role

We are looking for a Relationship Manager – Retail Advisory to manage and advise retail (B2C) clients on securities and capital market products. The role involves building and growing a self-sourced client base while ensuring suitability, risk alignment, and long-term portfolio outcomes within regulatory guidelines.

Key Responsibilities

- Acquire new retail clients through self-sourcing, including margin/funded accounts.
- Advise clients on Equity, Derivatives, Mutual Funds, Bonds, and other approved investment products.
- Understand each client's financial goals, risk profile, and investment horizon before making recommendations.
- Cross-sell Mutual Funds, Bonds, PMS, and other approved products to existing clients.
- Execute trades and place orders on trading terminals on behalf of clients, based on valid client instructions and applicable policies.
- Conduct regular portfolio reviews and provide market and performance updates.
- Build and maintain strong, long-term relationships with retail/B2C clients.
- Ensure strict adherence to SEBI regulations, internal policies, and suitability norms.

Who We're Looking For
- 2–5 years of experience in Retail Broking or Securities Advisory.




- Hands-on experience in order execution and trading terminals such as NEST, ODIN, or similar platforms.
- Proven experience in self-client acquisition and cross-selling.
- Currently handling B2C / retail clients and capable of generating business through a strong personal network and client relationships.
- Strong knowledge of Indian capital markets and products, including Cash Equity, F&O;, Mutual Funds, and Bonds.
- Relevant NISM certifications, as applicable.
- High ethical standards and a strong client-first mindset.
- Graduate in any discipline; Commerce or Finance background preferred.

What We Offer
- Competitive fixed compensation with attractive performance-linked incentives.
- Opportunity to work with a robust and trusted financial services brand.
- Exposure to a diversified product portfolio across Equity, Derivatives, Mutual Funds, and Bonds.
- Career growth opportunities towards Senior Relationship Manager / Branch Head roles.

How to Apply

Send your updated CV to [email protected] or call (phone hidden).

Role: Investment Banking, Private Equity & VC - Other, Industry Type: Financial Services (Broking), Department: BFSI, Investments & Trading, Employment Type: Full Time, Permanent Role Category: Investment Banking, Private Equity & VC Education UG: Any Graduate PG: Any Postgraduate Key Skills Skills highlighted with ‘‘ are preferred keyskills NISM 8 Certification Equity BrokingEquity AdvisoryStock BrokingClient AcquisitionMutual FundsCross SellingOrder ExecutionTerminal OperationsBrokerageDealing

📌 Relationship Manager Retail Advisory (New Delhi)
🏢 Opus Global Services
📍 New Delhi