Relationship Manager - Broking
Relationship Manager - Broking
Skill Lab Services- Posted a day ago
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Job Description
Relationship Manager – Broking / Mutual Funds / Equity Advisor
Key Roles & Responsibilities
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.
More Info
Key Skills
Market updates
Portfolio reviews
Bonds
SIPs
IPOs
KYC documentation
Investment recommendations
Portfolio performance reports
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