Relationship Manager Job in Indore at Anand Rathi Share and Stock Brokers Ltd

Key Responsibilities

1. Client Acquisition and Onboarding:

• Identify and acquire new clients for equity trading and investment services.
• Build a strong network to generate leads and convert prospects into clients.
• Facilitate the onboarding process for new clients, ensuring all documentation and KYC compliance are completed efficiently.

2. Client Relationship Management:

• Develop and maintain strong relationships with retail and high-net-worth individuals (HNIs).
• Understand client's financial goals, risk tolerance, and investment needs to provide tailored equity market solutions.
• Regularly engage with clients to review their portfolios and suggest adjustments based on market trends.

3. Equity Market Advisory and Execution:

• Provide clients with expert advice on equity investments, market opportunities, and trading strategies.
• Ensure timely execution of buy/sell orders and provide updates on market conditions.
• Suggest additional financial products such as mutual funds, bonds, and derivatives to diversify client portfolios.

4. Revenue Generation:

• Achieve individual revenue targets through equity broking revenue, Value added schemes and third party product sales.
• Identify cross-selling and up-selling opportunities for other financial products and services.
• Monitor and ensure high client activity levels to meet brokerage revenue goals.

5. Market Awareness and Research:

• Stay updated on equity market trends, macroeconomic developments, and corporate actions.
• Provide insights and guidance to the team and clients for informed investment decisions.
• Assist clients with portfolio diversification and risk management strategies.

6. Compliance and Risk Management:

• Ensure all branch operations comply with regulatory standards (SEBI, NSE/BSE, etc.).
• Monitor trading activities to mitigate operational and investment risks.
• Conduct regular audits to maintain transparency and compliance.

Key Competence:

• Strategic thinking and decision-making capabilities.
• Client-centric approach with a focus on delivering value.
• Ability to handle pressure and meet deadlines.
• Strong problem-solving and conflict-resolution skills.

The firm has rapidly expanded its footprint to over 350 locations across India with international presence in Dubai , Hong Kong & New York. Founded by Mr. Anand Rathi and Mr. Pradeep Gupta, the group today employs over 2,500 professionals through out India and its international offices.