Relationship Manager

Company Description Aetram Trades India is a financial institution offering world-class stock broking and stock market services, with a mission to help individuals take control of their financial future and become financially independent. The organization emphasizes investor education, believing that knowledge and understanding of the stock market enable people to make sound investment decisions and achieve long-term financial goals. Its team of experienced professionals provides clients with investment advice, ongoing support, and tools to maximize their portfolios and build sustainable wealth. AETRAM Trades Private Limited is a SEBI-registered broker and a member of MCX, NSE, BSE, as well as an AMFI-registered mutual fund distributor and CDSL depository participant. The company operates from its registered office in Chennai and shares more information and resources through its online platforms, including Linktree.

Role Description The Relationship Manager role is a full-time, on-site position based in Madurai. The Relationship Manager will build and manage strong, long-term relationships with clients, understand their financial objectives, and recommend suitable stock market and investment products. Day-to-day responsibilities include onboarding new clients, explaining trading platforms and service offerings, monitoring client portfolios, and coordinating with internal teams to resolve queries promptly. The role involves regular follow-up with clients, providing market updates, ensuring high levels of customer satisfaction, and supporting clients in making informed investment decisions. The Relationship Manager will also contribute to business development efforts by identifying new opportunities, encouraging client referrals, and adhering to regulatory and compliance requirements.

Qualifications

• Candidates should possess strong client relationship management and customer service skills, including the ability to communicate complex financial concepts clearly and build trust.
• Candidates should possess sound knowledge of stock markets, trading platforms, and basic investment and wealth management principles, with an interest in ongoing financial learning.
• Candidates should possess solid communication and interpersonal skills, including active listening, negotiation, and the ability to collaborate with internal teams.
• Candidates should possess problem-solving and analytical skills to understand client needs, interpret market information, and suggest appropriate solutions.
• Candidates should possess organizational and time-management skills to handle multiple client accounts, follow up consistently, and maintain accurate records.
• Beneficial qualifications include a bachelors degree in finance, commerce, business, economics, or a related field, prior experience in broking or financial services, and familiarity with SEBI and industry regulatory guidelines.
• Additional beneficial skills include proficiency in relevant trading and CRM software, comfort with digital tools, and the ability to communicate in local languages as well as English.