Relationship Manager

The Relationship Manager will be responsible for acquiring, managing, and advising High-Net-Worth Individuals (HNI) within our broking services division. The ideal candidate will be a results-oriented professional with a strong understanding of the financial markets and a proven track record in building lasting client relationships and driving revenue growth.

🚀 Key Responsibilities 

I. Client Acquisition & Growth 

• Acquire and onboard new HNI clients to expand the company’s client base in broking services.
• Develop and execute a strategic plan for new client acquisition through networking, referrals, and market mapping.
• Actively drive revenue growth by meeting and exceeding targets for new business development.

II. Relationship Management & Advisory 

• Manage and nurture deep, long-term relationships with a portfolio of existing HNI clients.
• Conduct comprehensive needs analyses to thoroughly understand client investment needs and financial goals.
• Provide expert investment advisory, recommending suitable broking products and solutions (e.g., equity, derivatives, mutual funds, etc.).
• Serve as the primary point of contact for all client queries and service needs, ensuring a high level of client satisfaction.

III. Sales & Business Development 

• Maximize business opportunities by effectively executing cross-selling and upselling of a diverse range of financial products and services (beyond core broking).
• Proactively monitor market movements and client portfolios, suggesting timely investment strategies.

IV. Market Insight & Compliance 

• Monitor market trends and analyze competitor activity to identify new market opportunities and maintain a competitive edge.
• Ensure strict compliance with all regulatory guidelines (e.g., SEBI, AML) and internal company policies and procedures.

V. Team Collaboration 

• Collaborate with internal teams such as research, operations, and product specialists to deliver a seamless, high-quality client service experience.

🌟 Qualifications & Skills 

• Education: Bachelor’s degree in Finance, Economics, Business Administration, or a related field (Master’s/Professional certifications like NISM/CFA are a plus).
• Experience: Proven experience 2 years as a Relationship Manager, focusing on the financial/broking industry and specifically handling HNI clients.
• Skills:
• Excellent communication, negotiation, and presentation skills.
• In-depth knowledge of financial markets, investment products, and the broking ecosystem.
• Demonstrated ability to achieve sales targets and drive business growth.
• Strong focus on ethics and regulatory compliance.