Stock Market Specialist

A Relationship Manager (RM) in the stock market is responsible for acquiring, managing, and growing client relationships related to equity trading, derivatives, mutual funds, IPOs, and other investment products. The RM acts as the primary point of contact between clients and the brokerage firm, ensuring high-quality service and revenue generation.

• Key Responsibilities-

• Acquire new clients for equity, F&O, commodities, currency, and investment products
• Provide market insights, investment ideas, and trading strategies
• Execute client orders and ensure smooth trade settlements
• Cross-sell financial products (mutual funds, bonds, IPOs, PMS, etc.)
• Achieve revenue and brokerage targets
• Ensure compliance with regulatory guidelines (e.g., SEBI regulations)
• Maintain high levels of client satisfaction and retention

• Required Skills-

• Strong knowledge of stock market product
• Excellent communication and relationship-building skills
• Target-driven and sales-oriented mindset

• Key Performance Indicators (KPIs)-

• Brokerage revenue generated
• Client acquisition numbers
• Client retention rate
• Assets Under Management (AUM) growth
• Cross-selling ratio

• Compensation Structure-

• Fixed salary
• Performance-based incentives
• Brokerage sharing (in some firms)