Relationship Manager

Company Description Share India Securities Limited, established in 1994, is a leading provider of algo-trading solutions to clients in India and overseas. The company has a strong presence in serving high-net-worth individuals and is expanding its offerings to attract new-age retail investors. With a focus on helping customers grow and multiply their investments, Share India emphasizes a transparent, clear, honest, and customer-centric approach. Over the years, the company has built trust across India by consistently improving and expanding its services. Its long-term vision is to contribute to the financial growth of citizens across the country.

Role Description This is a full-time, on-site Relationship Manager role based in Varanasi. The Relationship Manager will be responsible for managing and growing a portfolio of clients, including existing and prospective investors, through regular meetings, calls, and follow-ups. Daily tasks include understanding client financial goals, explaining investment products and algo-trading solutions, executing client instructions, and coordinating with internal teams to resolve service issues promptly. The role involves tracking client accounts, monitoring market trends, providing timely updates and recommendations, and ensuring compliance with regulatory and company policies. The Relationship Manager is expected to maintain accurate records, prepare basic reports, and contribute to improving client satisfaction and retention.

Qualifications

• Strong relationship management and client service abilities, with a focus on trust-building and long-term engagement.
• Solid understanding of financial markets, investment products, and securities trading; familiarity with algo-trading is an advantage.
• Effective communication and interpersonal skills, including clear verbal and written communication with diverse client groups.
• Organizational and time-management skills to handle multiple client accounts, prioritize tasks, and meet deadlines.
• Basic proficiency with MS Office and digital tools for documentation, reporting, and client communication.
• Ability to work on-site in Varanasi, collaborate with internal teams, and adhere to regulatory and compliance standards.
• Bachelors degree in Finance, Commerce, Business, Economics, or a related field; relevant certifications in securities or financial markets are a plus.
• Prior experience in brokerage, banking, wealth management, or a similar client-facing financial role is preferred.