Relationship Manager - Broking

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.