Relationship Manager

1. Client Acquisition & Onboarding

• Assist new clients with account opening processes such as Demat & Trading account setup.
• Ensure smooth onboarding by explaining firm’s services, platforms, and policies.

2. Client Relationship Management

• Act as the single point of contact for clients to address all queries and concerns.
• Maintain regular communication with clients through calls, emails, and meetings.

3. Trade Facilitation

• Guide clients on how to use trading platforms (mobile app/web portal).
• Provide basic information on market trends, stock quotes, and investment options.
• Support clients in executing buy/sell orders as per their requirements.

4. Cross-Selling & Revenue Generation

• Promote investment products like mutual funds, IPOs, bonds, insurance, etc.
• Achieve monthly/quarterly targets for broking turnover and revenue growth.
• Identify opportunities for upselling and cross-selling to increase business volume.

5. Customer Support & Issue Resolution

• Assist clients with account-related issues like KYC updates, margin requirements, fund transfers, etc.
• Resolve trade execution problems or platform-related concerns quickly.
• Ensure high customer satisfaction by delivering prompt support.

6. Compliance & Risk Management

• Ensure all client transactions comply with SEBI and Exchange regulations.
• Maintain records of client interactions, KYC documents, and trade confirmations.
• Identify and flag any unusual trading patterns or risks.

7. Reporting & Feedback

• Prepare and submit daily/weekly reports on client interactions and trading volumes.
• Share market insights and client feedback with the management team.
• Suggest strategies to improve client experience and enhance trading activity.