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Relationship Manager - Broking

SkillLabs

Full time On-site
Location
Chandigarh
Work mode
On-site
Posted 4 days ago

Job description

Relationship Manager – Broking / Mutual Funds / Equity Advisor

Key Roles & Responsibilities

  • Manage and develop relationships with HNI, retail, and affluent clients for investment and wealth management products.
  • Advise clients on mutual funds, equities, IPOs, bonds, and other investment products based on their financial goals and risk profile.
  • Generate business through new client acquisition, referrals, and existing client relationships.
  • Handle equity and mutual fund transactions, including buying/selling, SIPs, lumpsum investments, and portfolio reviews.
  • Provide regular market updates, investment recommendations, and portfolio performance reports to clients.
  • Cross-sell and upsell investment products to increase AUM, revenue, and brokerage income.
  • Monitor client portfolios and suggest rebalancing or suitable investment opportunities based on market conditions.
  • Coordinate with research and advisory teams to provide clients with relevant equity and market insights.
  • Ensure proper KYC, documentation, compliance, and regulatory requirements are followed.
  • Achieve assigned sales, AUM, brokerage, and revenue targets.
  • Maintain strong relationships with clients to ensure retention and repeat business.
  • Track market trends and stay updated on equity markets, mutual funds, economic developments, and investment products.
  • Resolve client queries related to trading accounts, investments, transactions, and portfolio performance.

Tags

Accounting & Finance JobsBanking

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