Relationship Manager

Company Description Nirmal Bang is one of Indias leading stock broking companies, serving both retail and institutional clients with a wide range of financial products and services, including equities, derivatives, commodities, currency derivatives, IPOs, NPS, depository services, and PMS. Co-founded and led by Mr. Dilip Bang and Mr. Kishore Bang, the firm is built on strong industry expertise and a culture of commitment to client success. Its team brings diverse professional backgrounds, combining experience, skill, and dedication that is shared with clients through personalized service. Nirmal Bang places a strong emphasis on thorough research into local and global markets, seeking intrinsic value, synergies, and growth opportunities. The companys core objective is to help investors optimize their returns through informed, research-driven decisions.

Role Description The Relationship Manager role at Nirmal Bang is a full-time, on-site position based in Kolkata. The Relationship Manager will be responsible for managing and growing a portfolio of retail and/or institutional clients, ensuring high levels of client satisfaction and engagement. Daily activities include understanding client investment goals, advising on suitable financial products, executing trades in coordination with the dealing desk, and resolving client queries promptly. The role involves regular follow-up with clients, monitoring their portfolios, sharing market updates, and coordinating with internal teams to ensure smooth service delivery and compliance with regulatory requirements. The Relationship Manager will also identify new business opportunities, support account onboarding, and contribute to revenue growth through cross-selling and upselling relevant financial products.

Qualifications

• Candidates should possess strong client relationship management and customer service skills, with the ability to build trust and maintain long-term partnerships.
• Candidates should possess knowledge of financial markets and products, including equities, derivatives, commodities, and other investment instruments.
• Candidates should possess effective communication and interpersonal skills, including clear verbal and written communication and professional presentation abilities.
• Candidates should possess analytical and problem-solving skills to understand client needs, assess market information, and provide suitable investment solutions.
• Candidates should possess sales and business development capabilities, including prospecting, negotiation, and achieving revenue and growth targets.
• Candidates should possess strong organizational and time management skills, with the ability to prioritize tasks and manage multiple client accounts.
• Relevant qualifications such as a bachelors degree in Finance, Commerce, Business, Economics, or a related field are preferred; certifications in securities markets or financial planning are an advantage.
• Prior experience in broking, wealth management, banking, or financial services, especially in a client-facing role, will be beneficial.
• Familiarity with regulatory guidelines and compliance requirements in the Indian securities market, as well as comfort