Relationship Manager

Job Title: Relationship Manager A Relationship Manager in the broking industry plays a crucial role in managing and nurturing client relationships. The primary focus of the job is to build and maintain strong relationships with clients to ensure their satisfaction and to maximize business opportunities. Job Responsibilities: Client Relationship Management: Build and maintain strong relationships with clients by understanding their financial goals, risk tolerance, and investment preferences. Regularly communicate with clients to provide market updates, investment advice, and address any concerns they may have. Sales and Business Development: Achieve healthy revenues without compromising on clients profitability with Cross-selling of other financial products & attain maximum reach of investment ideas/stock calls initiated. End to End Customer relationship management and client servicing Acquire new clients for Demat and Trading, Mutual Funds, Portfolio Management Services, third party products, and Insurance through networking, database, and references. Understand the financial products (Equity, Derivatives, PMS, MF) of the company and pitch the same to prospects, engage and guide prospects in the documentation for availing the same. Responsible for developing business for the company which requires a thorough knowledge of the market, products, the solutions/services of Retail Broking. Client Acquisition: Identify and prospect potential clients to expand the client base. Present the brokerage firm's products and services to potential clients and explain how they can meet their financial needs. Risk Management: Compliance: Assess the risk tolerance of clients and recommend appropriate investment products. Implement risk management strategies to protect clients' investments. Ensure compliance with regulatory requirements and company policies. Keep abreast of changes in financial regulations and communicate relevant updates to clients. Performance Reporting: Provide clients with regular performance reports and updates on their Discuss the performance of their investments and make adjustments as investment portfolios. needed.