Alankit Assignments
Alankit proudly launches Bihar's first-ever Skill & Development Mission Call Centre.
Honoured to receive the UAE Embassy’s Excellence Award for our exemplary services as an authorised service provider for the UAE Embassy.
Proud to renew our partnership with the Central Bank of India to continue delivering banking solutions to last-mile communities.
Alankit proudly launches Bihar's first-ever Skill & Development Mission Call Centre.
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Career

Relationship Manager – Broking

2 - 8 Years 3-6 LPA Part Time Graduate Broking - Sales
Chennai/Goa/Guwahati/Ahmedabad/Lucknow

Job description

The candidate will be responsible for acquiring and managing clients for Equity, Demat, and Trading services. The role involves promoting investment products, generating brokerage revenue, cross-selling financial products, providing trading support, and maintaining strong client relationships.

Responsibilities

  • Acquire new clients for Equity, Demat, and Trading Accounts.
  • Generate business through client acquisition, references, networking, and market outreach.
  • Build and maintain strong relationships with existing and prospective clients.
  • Promote Equity, Mutual Funds, SIPs, IPOs, Bonds, and other investment products.
  • Cross-sell and up-sell financial products to existing clients.
  • Provide clients with market updates, trading support, and product information.
  • Handle client queries related to trading platforms, Demat accounts, and investment products.
  • Achieve monthly targets for client acquisition, account activation, brokerage revenue, and cross-selling.
  • Coordinate with internal teams for smooth client onboarding and servicing.
  • Maintain regular follow-ups with clients and ensure high levels of client engagement.
  • Ensure compliance with applicable SEBI, NSE, BSE, and organizational guidelines.

Requirements

  • Bachelor's degree in Finance, Commerce, Business Administration, or a related field.
  • Experience in Stock Broking, Wealth Management, Capital Markets, or Financial Services.
  • Strong understanding of Equity Markets, Derivatives, Demat, and Trading.
  • Proven experience in client acquisition, sales, and business development.
  • Ability to generate leads through networking, references, and market outreach.
  • Excellent communication, negotiation, and relationship management skills.
  • Strong sales orientation with a target-driven approach.
  • Knowledge of trading platforms and capital market operations.
  • NISM VIII Certification preferred.

Key Skills

  • Stock Broking & Capital Markets
  • Client Acquisition & Business Development
  • Equity & Derivatives
  • Demat & Trading Accounts
  • Investment Products
  • Client Relationship Management
  • Lead Generation & Networking
  • Cross-Selling & Up-Selling
  • Brokerage Revenue Generation
  • Trading Platforms
  • Communication & Negotiation
  • NISM VIII Certification
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