Relationship Managers and Team leader

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.