Job Opening for Relationship ManagerBack

Job Description:

Generate brokerage by advising clients on their equity portfolios. Develop and maintain long-term relationships with clients to retain existing customers and generate new business. Stay constantly updated with market knowledge. Ensure all activities comply with risk and compliance frameworks. Keep clients updated on their orders and market trends. Cross-sell third-party products such as mutual funds, SIPs, and PMS. Execute orders on behalf of clients and ensure high trade volumes and frequent trading. Promote research calls to increase trading volume and frequency. Maintain a high activation ratio and a large number of traded clients. Recommend and guide clients on investment strategies. Drive distribution business through wealth products like mutual funds, PMS, insurance, bonds, corporate FDs, and NCDs. Monitor client exposure limits and resolve client queries regarding market and investment. Focus on generating new business and client base. Ensure the opening of online demat accounts. Maintain relationships with trading customers. Handle and manage HNI clients. Achieve revenue targets that are 5 times the cost to company (CTC). Conduct stock market training sessions for clients to boost their investment knowledge and capabilities. Efficiently manage the process of opening new demat accounts for clients. Solicit and manage client references to expand the client base. Engage in derivative trading to enhance client portfolio performance and company profits. Attractive incentive structure plus other benefits. Communicating intra-day trading calls and investment ideas to customers. Maintaining regular client relations and individually operating NSE/BSE terminals.Thorough knowledge of all NSE/BSE rules, regulations, and compliance.Business sharing of 10% after achieving 5 times CTC. Attractive incentives for successful completion of KYC processes. RegulatoryCompliance: Ensure that all trading activities comply with the regulations set by SEBI (Securities and Exchange Board of India) and other regulatory bodies. Handle administrative tasksrelated to account management, documentation, and reporting.

Salary	:	As per Industry Norms
Industry	:	Broking Firm
Role/Position	:	Relationship Manager
Keyskills	:	Any graduate or Graduation pursuing.Good communication skills in Marathi, Hindi, English, or Gujarati(any one of the mentioned languages).NISM VIII Equity Derivative Certificate. A minimum of 6 months of share market experience is an added advantage.Ability to speak in the local language and English.Strong product knowledge and understanding of the capital market.Minimum of 1 year of experience in equity broking or holds the latest NISM 8 certificate.Understanding of the local market and captive client base. Basic computer knowledge, including email and Microsoft Office.Good operational knowledge and attention to detail. Process orientation and knowledge of financial markets. Revenue generation through brokerage. Ability to research and update clients on investment opportunities and financial market trends.Efficiently resolve complaints and issues in a timely manner. Strong analytical skills and excellent communication abilities. Proactive approach to client management with a proven track record of achieving financial targets.