Sr Relationship Manager

Role & responsibilities

• Acquire new clients for equity, derivatives, commodities, and other financial products
• Develop and maintain strong relationships with existing clients to enhance trading activity and revenue generation
• Achieve assigned targets for revenue, client retention, and AUM (Assets Under Management).
• Drive cross-selling of the companys distribution products to create additional revenue streams.
• Assist in onboarding new clients, explaining trading processes, and ensuring proper documentation.
• Act as a single point of contact for clients, resolving queries related to trading platforms, portfolio management, and market trends.
• Coordinate with the dealing team to execute trades efficiently as per client requirements.
• Ensure adherence to compliance and regulatory guidelines while handling client accounts and transactions.
• Conduct investor awareness programs, webinars, and client engagement activities to enhance business.
• Provide timely reports and trade confirmations to clients while maintaining transparency.
• Maintain confidentiality and integrity in handling client data and financial transactions.
• Build long-term relationships based on trust, transparency and value addition.
• Work closely with research, operations, and compliance teams to deliver superior client experience.
• Maintain regular communication with clients to review portfolio performance and address concerns.

Preferred candidate profile

• 1+ Years in sales/wealth management of handling clients.
• Preferred industry back ground: Stock Broking, Wealth Management.
• Domain Knowledge: Sales/Wealth Management, capital markets, Investment Products.
• Goal-oriented with a focus on delivering exceptional client service.

Interested Candidates can share your resume on

vidhi@lkpsec.com

7039445995