Relationship Manager – Wealth & Stock Broking

Role Summary

We are looking for a driven Relationship Manager who will work as an individual contributor to acquire direct clients and build a strong network of Business Associates (BAs) / DSAs for Stock Broking and allied wealth products. The role demands strong on-field sales capability, relationship-building skills, and consistent achievement of individual and channel-based targets.

Key Responsibilities

• Acquire direct clients for: Stock Broking, Portfolio Management Services (PMS), Mutual Funds

Fixed Deposits, Insurance

• Identify, onboard, and activate Business Associates (BAs) / DSAs with strong client networks
• Achieve individual revenue and volume targets across all assigned product lines
• Meet monthly KRAs and targets for: New client acquisition, BA / DSA onboarding & activation, Revenue generation
• Provide joint call support to Business Associates along with direct sales involvement
• Manage and nurture long-term client and associate relationships
• Conduct product training and sales support sessions for newly onboarded BAs
• Drive cross-selling and wallet share growth from existing clients
• Ensure compliance with internal processes and regulatory guidelines

Qualifications

• Graduate / Post Graduate (mandatory)

Experience

• Experience in Stock Broking / Wealth Management / Financial Services sales
• Strong on-field, self-sourced sales experience
• Prior exposure to BA / DSA channel management is preferred

Key Skills & Competencies

• Strong individual contributor mindset
• Ability to source and build own client base (no leads or database provided)
• Capability to manage a reasonable client book size
• Excellent communication, presentation, and interpersonal skills
• Relationship-building and consultative selling approach
• Target-driven and result-oriented mindset
• Pleasant personality with strong client-facing confidence