Relationship Manager
- Anand Rathi Financial
- 10 Positions
- 2 months ago
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Job Description
- Job Specifications
- Profile RM-Sales
- Designation Relationship Manager
- PRIMARY JOB RESPONSIBILITIES
- Key Responsibilities
- Client Acquisition and Onboarding:
- Identify and acquire new clients for equity trading and investment services.
- Build a strong network to generate leads and convert prospects into clients.
- Facilitate the onboarding process for new clients, ensuring all documentation and KYC compliance are completed efficiently.
- Client Relationship Management:
- Develop and maintain strong relationships with retail and high-net-worth individuals (HNIs).
- Understand clients' financial goals, risk tolerance, and investment needs to provide tailored equity market solutions.
- Regularly engage with clients to review their portfolios and suggest adjustments based on market trends.
- Equity Market Advisory and Execution:
- Provide clients with expert advice on equity investments, market opportunities, and trading strategies.
- Ensure timely execution of buy/sell orders and provide updates on market conditions.
- Suggest additional financial products such as mutual funds, bonds, and derivatives to diversify client portfolios.
- Revenue Generation:
- Achieve individual revenue targets through equity broking revenue, Value added schemes and third party product sales.
- Identify cross-selling and up-selling opportunities for other financial products and services.
- Monitor and ensure high client activity levels to meet brokerage revenue goals.
- Market Awareness and Research:
- Stay updated on equity market trends, macroeconomic developments, and corporate actions.
- Share insights with clients and proactively guide them on portfolio strategies.
- Provide inputs for market reports and assist in developing investment strategies for the team.
- Compliance and Risk Management:
- Ensure all client transactions adhere to regulatory norms (SEBI, NSE/BSE, etc.).
- Maintain accurate records of client interactions and trading activities for audit purposes.
- Educate clients about market risks and ensure they invest within their risk appetite.
- This position reports to Branch Manager/ Cluster Head
- Academic requirements Bachelors degree in Finance, Commerce, or Economics (NISM certifications preferred).
- Location - Lucknow, Allahabad and Varanasi
- 1-5 years of experience in equity markets, wealth management, or a similar role.
- Team handling experience NA
- Key Competence & SKILLS REQUIRED
- Key Competence
- Customer-focused with a consultative sales approach.
- Strong problem-solving and negotiation skills.
- High attention to detail and ability to work under pressure.
- Proactive in identifying client needs and market opportunities.
- AGE GROUP PREFERRED 30-40 Years
Employement Category:
Employement Type: Full timeIndustry: BrokingRole Category: Sales / BDFunctional Area: Not SpecifiedRole/Responsibilies: Relationship ManagerContact Details:
Company: Anand Rathi FinancialLocation(s): Allahabad,+ View Contact
Keyskills: demat field sales b2c sales insurance casa client acquisition mutual funds
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₹ 1 to 6 Yr
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Anand Rathi Financial
Anand Rathi Group is one of India's fastest growing full service securities firm. The services offered range from Wealth Management, Investment Banking, Corporate Finance & Advisory, Brokerage & Distribution in the areas of equities, commodities, mutual funds and insurance. With presence at ...
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