Relationship Manager- Broking (Panaji)

Company: Alankit Position: Relationship Manager Broking Department: Broking / Capital Markets Experience: 15 years Employment Type: Full-Time Location: Chennai/ Manipur/ Goa/ Ahmedabad/ Bhubaneshwar Reports To: Branch Manager / Business Head Job Summary We are looking for a dynamic and target-oriented Relationship Manager Broking to acquire new clients, manage existing customer relationships, and drive revenue through broking and investment products. The candidate will be responsible for building a strong client base, understanding clients investment and trading requirements, providing product information, and increasing trading activity, revenue, and client engagement. Key Responsibilities - Acquire recent clients for demat, trading, and investment accounts through direct sales, references, lead generation, and market outreach. - Manage and strengthen relationships with existing clients and increase client retention. - Understand clients financial objectives, investment preferences, and risk appetite. - Generate business through equity trading, derivatives, mutual funds, IPOs, bonds, and other investment products offered by the company. - Encourage clients to actively use trading and investment platforms. - Increase client activation, trading volumes, brokerage revenue, and overall wallet share. - Provide clients with information regarding market developments, investment opportunities, IPOs, mutual funds, and other relevant products. - Coordinate with research/advisory teams and communicate relevant market insights to clients. - Conduct regular client calls and meetings to understand requirements and identify business opportunities. - Generate referrals from existing clients and develop a strong prospect pipeline. - Cross-sell and up-sell financial products based on customer requirements and suitability. - Assist clients with account opening, KYC, documentation, transaction-related queries, and platform-related issues. - Coordinate with internal operations, dealing, customer service, and compliance teams for smooth client servicing. - Maintain accurate records of leads, client interactions, sales activities, and business performance. - Ensure all client dealings and product communication comply with applicable regulatory and company guidelines. - Achieve monthly and quarterly targets related to client acquisition, activation, brokerage, revenue, and product sales. Products / Areas The Relationship Manager will be responsible for business across: - Equity Cash Market - Futures & Options (F&O;) - Intraday Trading - IPOs - Mutual Funds - Bonds / Fixed Income - Demat & Trading Accounts - Other Capital Market and Investment Products Candidate Profile - Graduate/Postgraduate in Finance, Commerce, Business Administration, or a related field. - 15 years of experience in stock broking, wealth management, financial services, banking, or investment distribution. - Good understanding of equity markets, trading, Demat accounts, F&O;, mutual funds, IPOs, and investment products. - Experience in client acquisition and relationship management will be preferred. - Strong communication, negotiation, and sales skills. - Target-oriented and comfortable working in a performance-driven environment. - Ability to build relationships with retail, affluent, and HNI clients. - Existing client network will be an advantage. - NISM certifications relevant to the role will be preferred. Key Performance Indicators (KPIs) - New client acquisition - Demat & trading account opening - Client activation - Brokerage/revenue generation - Trading volume - Equity and F&O; business - Mutual Fund/IPO/Bond sales - Client retention - Cross-selling and product penetration - Referral generation - Achievement of monthly and quarterly targets Ideal Candidate The ideal candidate should be a strong sales and relationship professional with a passion for capital markets, capable of converting prospects into active trading/investment clients and building long-term relationships while consistently achieving business targets. .