Position Overview: As a Relationship Manager, you will play a pivotal role in understanding our
clients' business objectives and challenges to deliver strategic recommendations. You will be the
primary point of contact, responsible for building strong client relationships, analysing data, and
fostering partnerships to drive the acquisition and management of Equity. Currency, and
Commodities trading accounts and investments.
Qualifications:
Background: Bachelor degree in Marketing or Finance, MBA is a plus with minimum 2 years
of experience.
Sales and Business Development: Ability to drive sales and acquire new clients/accounts,
meeting or exceeding targets.
Communication Skills: Excellent verbal and written communication skills to effectively
interact with clients, colleagues, and stakeholders.
Analytical Skills: Ability to analyse market trends, client data, and financial statements to
make informed decisions and recommendations.
Negotiation Skills: Proficiency in negotiating terms, pricing, and agreements to ensure
mutual benefit for the client and the firm.
Role and Responsibilities:
Client Relationship Management: Building strong relationships with existing clients to
understand their financial goals, risk tolerance, and investment preferences. Providing
personalized advice and recommendations based on their needs and market conditions.
Channel Partner Recruitment: Develop and execute recruitment strategies to attract and
engage top channel partners which also includes Monitoring and assessing the performance
of channel partners, providing support and resources to help them achieve their targets and
drive mutual success.
Investment Advisory: Offering expert guidance on equity investments, including stocks,
mutual funds, and other financial products. Conducting thorough research and analysis to
provide clients with informed investment recommendations aligned with their financial
objectives.
Sales Strategy Development: Developing and implementing effective sales strategies to
achieve revenue goals and expand the firm's client base. This includes identifying market
opportunities, creating marketing campaigns, and participating in promotional activities.
Portfolio Review and Management: Regularly reviewing client portfolios to assess
performance, rebalance investments, and optimize asset allocation. Monitoring market
trends and economic developments to make timely adjustments to client portfolios.
Compliance and Risk Management: Ensuring all client interactions and investment
recommendations comply with regulatory requirements and internal policies. Educating
clients about investment risks and implementing risk management strategies to protect their
investments.
Market Research and Analysis: Conducting market research and staying updated on industry
trends, economic indicators, and geopolitical events that may impact equity markets. Using
data-driven insights to inform investment decisions and client recommendations.
Team Collaboration: Collaborating with research analysts, portfolio managers, and other
departments within the firm to leverage expertise. Participating in team meetings and
sharing insights to enhance client service and satisfaction.
Continuous Learning and Development: Keeping abreast of changes in financial markets,
investment products, and regulatory requirements through ongoing training and professional
development. Continuously enhancing knowledge and skills to provide superior client service
and support business growth.
Recruitment Requisition Form
Job Title (designation):
Relationship Manager
Job Location: Prahladnagar - Ahmedabad, Mumbai
Andheri ( West )
No of days working: 6 Days Per Week
No of hours working:
Morning 10:00 am to 7:00pm
No of years of relevant experience required:
Min 2 Years
CTC range:
Depending upon performance in the
interview
Education Qualification:
MBA in Finance, Graduate
Industry: Financial Services, would be great if
candidate is working with any Securities
company like Zerodha, Angel Broking, HDFC
Securities or Kotak Securities, etc.
