Locations: Mumbai, Chennai, Bengaluru, Hyderabad, Kolkata, Delhi
Experience: 2–3 years in securities advisory or broking
Department: Retail Advisory & Wealth Management
Role Summary
Are you passionate about the Indian capital markets and driven by a client-first mindset? We are looking for a dynamic Relationship Manager – Retail Advisory to guide our clients through the complexities of the securities market.
In this role, you will be the trusted advisor helping clients navigate equity, derivatives, and alternate investment products. Your focus will be on ensuring product suitability, aligning investments with risk profiles, and delivering strong long-term portfolio outcomes—all while upholding the highest regulatory and ethical standards.
Key Responsibilities
- Client Acquisition: Strategically prospect and acquire new high-net-worth and retail clients, ensuring healthy margin inflows.
- Aisles of Advisory: Provide robust, data-backed advice across a spectrum of financial products, including Equities, Derivatives, Mutual Funds, Bonds, and other approved securities.
- Financial Profiling: Deeply understand client financial goals, risk appetite, and investment horizons to tailor bespoke investment strategies.
- Trade Execution: Seamlessly execute trades and portfolio rebalancing actions based on agreed-upon advisory strategies and real-time market dynamics.
- Portfolio Reviews: Conduct periodic portfolio performance reviews, offering transparent market insights and clear updates to maintain client trust.
What We Are Looking For
- Experience: 2–3 years of proven track record in securities advisory, wealth management, or stockbroking.
- Market Expertise: Deep, practical knowledge of the Indian capital markets, financial instruments, and macro-economic trends.
- Certifications: Valid and relevant NISM certifications (e.g., NISM Series VIII: Equity Derivatives, Series V-A: Mutual Fund Distributors, or Series X-A/X-B: Investment Adviser) are highly preferred/mandatory as per regulatory norms.
- Core Values: High ethical standards, absolute integrity, and a fierce commitment to a “client-first” approach.
- Skills: Exceptional communication, negotiation, and relationship-building skills.
Why Join Us?
“We believe in growing wealth responsibly.”
We offer a high-energy, collaborative environment where your market acumen is valued, and your career growth is fast-tracked. You will have access to top-tier research, advanced trading platforms, and a supportive leadership team dedicated to your success.
Salary : 6.5 Lac To 7 LPA