Sr Relationship Manager

Company Description Nirmal Bang is one of Indias leading stock broking firms, serving both retail and institutional clients with a broad range of financial products and services, including equities, derivatives, commodities, currency derivatives, IPOs, NPS, depository services, and portfolio management services. Co-founded and led by Dilip Bang and Kishore Bang, the organization is built on strong industry expertise and a culture of committed client service. The team brings together diverse professional backgrounds, combining experience, skill, and dedication to support informed investment decisions. Nirmal Bang places a strong emphasis on thorough research into local and global market developments, aiming to uncover intrinsic value and growth opportunities. The companys core objective is to help investors optimize and maximize their returns.

Role Description The Sr Relationship Manager is a full-time, on-site role based in Kolkata, responsible for managing and growing relationships with high-value retail and institutional clients. Day-to-day activities include understanding client investment objectives, recommending appropriate financial products and services, and ensuring timely execution of transactions across equities, derivatives, commodities, and other offerings. The role involves proactive client engagement through meetings, calls, and portfolio review sessions, as well as collaborating with internal research and product teams to deliver informed and data-driven advice. The Sr Relationship Manager will track market developments, identify cross-selling and upselling opportunities, and maintain detailed records to ensure high levels of client satisfaction, retention, and portfolio growth. The role also includes adhering to regulatory and compliance requirements and contributing to the overall business development efforts of the branch.

Qualifications

• Strong client relationship management and communication skills, with the ability to build trust, understand client needs, and provide clear, unbiased investment guidance.
• Sound knowledge of financial markets and products, including equities, derivatives, commodities, mutual funds, IPOs, and other investment instruments.
• Analytical and research abilities to interpret market data, economic trends, and research reports, and translate them into actionable recommendations for clients.
• Proficiency in sales, negotiation, and portfolio management, with a track record of achieving targets and driving client portfolio growth.
• Familiarity with regulatory frameworks, compliance requirements, and risk management practices in the securities and broking industry.
• Comfort using trading platforms, CRM tools, and basic office software for order placement, client tracking, and reporting.
• Bachelors degree in Finance, Commerce, Business, Economics, or a related field; relevant certifications such as NISM, NCFM, or equivalent are an advantage.
• Prior experience in a relationship management, wealth management, or broking role, preferably within a financial services or capital markets organization.