Description

We are seeking an experienced Relationship Manager (RM) and Team Leader (TL) in stock broking to join our team. The ideal candidate will have 4-10 years of experience in the financial services industry, specifically in managing client relationships and leading teams to achieve business objectives.

Responsibilities

Lead and manage a team of advisory and dealing professionals.
Build a strong team through referrals and internal hiring, fostering a culture of collaboration

and high performance.

Execute trades on behalf of clients, aligning with their investment strategies and
preferences.
Provide expert advisory services, emphasizing Assets Under Management (AUM) product

penetration to enhance client portfolios.

Actively promote and cross-sell third-party investment products, including Insurance, Mutual
Funds (MF), PMS, SIP, AIF, Bonds, Fixed Deposits (FD), Unlisted Shares, and Investment

Advisory Services (IAP).

Acquire new clients while maintaining and strengthening relationships with existing clients.
Conduct client meetings to review portfolio performance, provide investment
recommendations, and ensure continuous engagement.
Experience and exposure in Mutual Fund sales and Handling PCG ( private client group ) sales.

Skills and Qualifications

Bachelor's degree in Finance, Business, Economics, or a related field.

• Experience: 8-9 years of overall experience, with at least 3 years in a team leadership role.

• Minimum 6 months of equity dealing experience with an Indian broking firm.

• Hands-on experience in broking with a strong understanding of financial products and

market trends.

• Proven track record in managing High Net Worth Individuals (HNI) and Ultra High Net Worth

Individuals (UHNI) clients.

Certification: NISM Series VIII certification is mandatory.

Relationship Managers and Team leader