Job Description

Designation -Relationship ManagerQualification- Any GraduateCTC: 2.5 LPA - 4 LPALocation: Navi Mumbai (Vashi)Role Overview- We are seeking a proactive, client-focused Relationship Manager to manage and grow relationships with existing and new clients across Demat services, Mutual Funds, Insurance, and Loans.- The RM will be the primary point of contact, providing financial guidance, onboarding new clients, validating KYC/compliance, and ensuring a seamless end-to-end client experience.Skills Required:- Education: Graduation in Finance, Commerce, Economics, or a related field. MBA/PGDM is a plus.- Experience: 1-5 years in relationship management within broking, wealth management, banks, or NBFCs; exposure to Demat, MF, insurance, and lending products.Certifications: Essential : NISM Series VIII (Mutual Funds) Certification; NISM Series VaP (Pro) or equivalent certifications are a plus. Desired : AMFI certification, CWM/CFP, or equivalent financial planning credentials.Skills:- Strong knowledge of Demat operations, equity markets, mutual funds, insurance products, and retail lending.- Excellent communication, interpersonal, and presentation skills.- Demonstrated negotiation, closing, and client service capabilities.- Proficient with CRM software, MS Office; familiarity with trading platforms and back-office systems.- Analytical mindset with ability to interpret statements and performance metrics.Key Responsibilities :- Client Acquisition & Onboarding - Identify and pursue new client leads; convert prospects into active clients. - Facilitate seamless onboarding for Demat accounts, MF investments, insurance products, and loan facilities. -Collect and verify KYC documentation; ensure compliance with regulatory requirements.- Relationship Management :- Build and maintain strong, trust-based relationships with clients. - Act as the single point of contact for portfolio inquiries, execution support, and service requests. - Conduct regular portfolio reviews and advisory conversations aligned with client goals.Product & Service Expertise :Provide in-depth knowledge of Demat operations, equity trading, MF schemes, insurance products, and loan options. - Recommend suitable solutions based on client risk profiles, goals, and liquidity needs. - Stay updated on market trends, product changes, and regulatory guidelines.- Execution & Operations Support - Assist clients with trade placements, order routing, settlement status, and corporate actions related to Demat and MF activities. - Coordinate with back-office to ensure accurate and timely processing. -Handle loan disbursement, EMI scheduling, and collateral documentation as applicable.- Compliance & Risk Management - Ensure adherence to SEBI, RBI, AMFI, and other regulatory standards. - Maintain accurate client records, disclosures, and consent forms. -Identify and mitigate potential conflicts of interest; escalate high-risk cases.- Client Education & Engagement - Organize and participate in client seminars, webcasts, and one-on-one sessions. - Provide educational content on investment strategies, risk management, and product features.- Performance & Reporting - Achieve defined sales and revenue targets across Demat, MF, Insurance, and Loans. - Prepare and present client-level business reports, pipelines, and forecasts. (ref:updazz.com)

Skills Required