Relationship Manager

Job Title: Relationship Manager – Broking Demat & Financial Products

Department: Broking – Demat Service Executive

Job Summary

We are seeking a proactive and target-driven Relationship Executive to manage and monetize clients who have opened Demat accounts. The role involves client servicing, activation, and cross-selling a wide range of financial products including Mutual Funds, Insurance, Advisory Services, and Wealth Products while driving brokerage revenue.

Key Responsibilities

1. Client Onboarding & Activation

· Ensure newly opened Demat clients are activated for trading & investment

· Guide clients on trading platforms and investment processes

· Increase client engagement and first transaction conversion

2. Revenue Generation & Sales

· Generate brokerage revenue through equity & derivative trading

· Cross-sell financial products:

o Mutual Funds (SIP/Lumpsump)

o Insurance (Life/Health)

o Advisory / Research Products

o PMS / AIF / Wealth Products

· Identify upselling opportunities based on client profile

3. Client Relationship Management

· Build and maintain strong relationships with clients

· Regularly connect via calls, WhatsApp, and meetings

· Understand financial goals and recommend suitable products

· Provide market insights, investment ideas, and portfolio suggestions

4. Portfolio & Advisory Support

· Assist clients in portfolio review and rebalancing with help of broker

· Promote long-term investment approach

5. Lead Management & Follow-ups

· Work on assigned leads and existing client database

· Ensure timely follow-up and conversion

· Maintain high conversion ratios

6. Compliance & Documentation

· Follow SEBI and company & HR compliance guidelines

· Ensure ethical selling practices

Products to be Handled

· Equity & Derivatives

· Mutual Funds (SIP/Lumpsum)

· Insurance (Life & Health)

· Advisory / Research Subscriptions

· PMS / AIF / Wealth Management Products

Required Skills

· Strong sales and negotiation skills

· Good understanding of stock market & financial products

· Excellent communication & relationship-building ability

· Ability to explain complex financial products simply

· Target-oriented and result-driven mind set

Educational Qualification

· Graduate in any stream (Commerce / Finance preferred)

· NISM Certification (Equity / Mutual Fund) preferred

· IRDA certification (for insurance) is an added advantage

Experience

· 6 Month to 2 years in stock broking / wealth management / financial sales

· Fresher’s with strong market knowledge and sales aptitude can apply

Key Performance Indicators (KPIs)

· Brokerage revenue generated

· Mutual Fund new SIPs & Lumpsump

· Insurance premium generated

· Advisory product sales

· Client activation & retention rate

· Cross-sell ratio per client

Compensation Structure

· Fixed Salary + High Performance Incentives

· Incentives on:

o Mutual Fund mobilization

o Insurance premium

o Wealth product sales

o Advisory Product Sales

Ideal Candidate Profile

· Passionate about stock markets & wealth creation

· Aggressive in sales with client-first approach

· Strong follow-up and closing skills

· Ability to handle HNI and retail clients