Relationship Manager
- Anand Rathi Financial
- 5 Positions
- Indore
- 6 days ago
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Job Description
- 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 Indore
- Experience 25 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 3040 Years
- Competency KRA
- RSR 35% Non Broking Revenue (NB RSR) 15% Monthly Client Meeting (As per CRM) 10% New Broking Family Acquisition Yearly (min. 10 lakhs Cash or 25 lakhs stock transfer per family) 20% New Family Revenue (Broking Revenue RSR) 15% RSR 35% Non Broking Revenue (NB RSR) 15% Monthly Client Meeting (As per CRM) 10% New Broking Family Acquisition Yearly (min. 10 lakhs Cash or 25 lakhs stock transfer per family) 20% New Family Revenue (Broking Revenue RSR) 15%
- RSR 35%
- Non Broking Revenue (NB RSR) 15%
- Monthly Client Meeting (As per CRM) 10%
- New Broking Family Acquisition Yearly (min. 10 lakhs Cash or 25 lakhs stock transfer per family) 20%
- New Family Revenue (Broking Revenue RSR) 15%
Employement Category:
Employement Type: Full timeIndustry: BrokingRole Category: Pre-SalesFunctional Area: Not SpecifiedRole/Responsibilies: Relationship ManagerContact Details:
Company: Anand Rathi FinancialLocation(s): Indore+ View Contact
Keyskills: sales lead generation revenue generation field sales relationship manager open market
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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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