Relationship Manager

• *Job Summary:** To support client acquisition and servicing in the retail broking business by assisting clients with account opening, trade execution, and cross\-selling of financial products, ensuring superior client experience and achievement of business targets

• *Key Responsibilities:**

· Identify and acquire new clients for equity, derivatives, and other investment products.

· Assist clients with account opening formalities and onboarding processes.

· Maintain regular contact with clients to understand their investment needs and provide suitable product recommendations.

· Responsible for handling all financial products like Equity, Mutual Funds, LI, Bonds, PMS, Commodity, Unlisted and other wealth products.

· Execute trades and provide guidance on equity, derivatives, mutual funds, and other investment products.

· To handle business development vertical along with the key team leaders.

· Stay updated on market movements, research reports, and new product offerings.

· Responsible for delivering Webinar \& Seminar on various financial products.

Pay: ₹25,000\.00 \- ₹55,000\.00 per month

Benefits