Relationship manager - Digital Acquisition team

Position
- Relationship manager - Digital Acquisition team

Key Responsibilities

• Client Acquisition
  :
  Identify and onboard new high-net-worth individuals (HNIs), affluent investors, or corporate clients through market networking and referrals.
• Portfolio Advisory
  :
  Advise clients on capital market investments, including equities, derivatives, mutual funds, bonds/NCDs,Portfolio Management Services (PMS), and structured products.
• Relationship Deepening
  :
  Conduct regular portfolio reviews, share market insights, and cross-sell financial products to expand wallet share from existing accounts.
• Trade & Service Coordination
  :
  Assist clients with order execution queries, account setup, and issue resolution in coordination with internal research and operations teams.
• Compliance & Reporting
  :
  Ensure all client interactions and transactions adhere to regulatory guidelines set by market bodies like SEBI and internal compliance protocols.

Essential Skills

• Market Knowledge
  :
  Deep understanding of stock market trends, technical/fundamental analysis, and risk-return profiles.
• Communication & Interpersonal Skills
  :
  Ability to explain complex market movements and investment strategies in simple terms.
• Sales & Target Orientation
  :
  Track record of achieving AUM acquisition targets and revenue goals.
• Analytical & CRM Tools
  :
  Proficiency in Excel and CRM platforms (such as Leadsquared)

Required Qualifications & Certifications

• Education: Bachelors degree in Finance, Commerce, Business Administration, or a related field (MBA is often preferred).
• Certifications: Mandatory regulatory certifications such as NISM Series XXV-A and NISM Series V-A (Mutual Funds) in India.
• Experience: 1+ years of proven experience in stock broking, equity sales, or wealth management. (Virtual/Branch)
• Language Proficiency
  :
  Trilingual fluency in English, Hindi, and Marathi is highly preferred.
• Work location Work from home