Job Summary
We are hiring a Relationship Manager – Retail Advisory to provide investment advisory services across capital market products while ensuring client suitability, risk alignment, and long-term wealth creation. The role involves client acquisition, advisory-led engagement, portfolio reviews, trade execution, and compliance-driven relationship management.
Job Description
Role: Relationship Manager – Retail Advisory
Key Responsibilities
- Acquire new clients and drive business through margin-based account acquisition.
- Advise clients on Equity, Derivatives, Mutual Funds, Bonds, and other approved securities products.
- Understand client financial goals, risk appetite, investment horizon, and liquidity requirements before making recommendations.
- Provide suitable investment solutions aligned with client objectives and market opportunities.
- Execute trades and investment actions based on advisory strategies and prevailing market conditions.
- Conduct regular portfolio reviews and share market insights, performance updates, and investment recommendations.
- Build and maintain long-term client relationships through proactive engagement and superior service delivery.
- Drive revenue growth through advisory-led sales and product penetration.
- Monitor capital market trends and identify investment opportunities for clients.
- Ensure compliance with SEBI regulations, internal policies, risk controls, and suitability norms.
- Maintain high ethical standards while always following a client-first approach.
Profile Description
- Graduate or Postgraduate with experience in Broking, Retail Advisory, Wealth Management, or Financial Services.
- 2-3 years of experience in Securities Advisory, Equity Advisory, Retail Broking, or Investment Advisory.
- Strong knowledge of Indian Capital Markets and financial products.
- Experience in client acquisition, advisory sales, and relationship management.
- Good understanding of Equity, Derivatives, Mutual Funds, Bonds, and other investment products.
- Ability to assess client risk profiles and recommend suitable investment solutions.
- Experience in trade execution and portfolio review discussions.
- Proven track record of achieving sales and revenue targets.
- Strong communication, negotiation, and client engagement skills.
- Knowledge of regulatory guidelines, compliance requirements, and suitability frameworks.
- NISM certification preferred/mandatory as per business requirements.
- High ethical standards with a customer-centric and advisory-focused mindset.
