Relationship Manager

Job Highlights

Job Description

Job Title: Relationship Manager – Stock Broking/Equity Markets

Location: Jodhpur

Experienced Required: 0 - 2 years ( Freshers may apply)

Department: Sales / Client Relationship

Reports to: Sales Head / Branch Manager

Salary Bracket: ?1.8 – ?2.4 LPA (Fixed) + Performance-Based Incentives

Job Type: Full-Time

Job Summary:
We are looking for a proactive and client-focused Relationship Manager to join our stock broking team. The ideal
candidate will be responsible for acquiring new clients, managing relationships with existing clients, and helping
them with their investments in equity, derivatives, mutual funds, and other financial products. A strong
understanding of capital markets and a passion for client service are essential.

Key Responsibilities:
? Client Acquisition:
? Identify and acquire new retail and HNI clients.
? Generate leads through cold calling, networking, and referrals.
? Conduct product presentations and demos to prospective clients.
? Client Servicing & Relationship Management:
? Act as the primary point of contact for assigned clients.
? Understand clients’ investment needs and risk profiles.
? Provide market insights, trading recommendations, and portfolio advice.
? Ensure high levels of client satisfaction and retention.
? Sales & Revenue Generation:
? Achieve monthly and quarterly sales and revenue targets.
? Cross-sell a range of investment products such as mutual funds, IPOs, bonds, insurance, etc.
? Promote usage of digital trading platforms and mobile apps.
? Market Knowledge & Compliance:
? Keep up to date with market trends, news, and regulatory changes.
? Ensure adherence to all compliance and regulatory guidelines of SEBI, exchanges, and internal
policies.
? Maintain proper documentation of client onboarding and transactions.

Requirements:
? Bachelor’s degree in Finance, Commerce, Economics, or related field.
? Some experience in stock broking, financial services, or wealth management.
? Freshers with a strong interest in stock markets and a willingness to learn are most welcome to apply.
Comprehensive training and mentorship will be provided.
? NISM Certification (Series VIII: Equity Derivatives) – Mandatory.
? Strong understanding of equity markets, technical and fundamental analysis.
? Excellent communication, interpersonal, and client servicing skills.
? Goal-oriented, self-motivated, and proactive.

Key Skills:
? Client Relationship Management
? Equity and Derivatives Market Knowledge
? Sales and Business Development
? Financial Product Knowledge
? Communication and Presentation Skills

Perks and Benefits:
? Competitive salary with performance-linked incentives
? Exposure to capital markets and investment products
? Training and development opportunities
? Fast-track career growth for high performers

About Company:
Finsense Securities is a trusted franchisee of Motilal Oswal Financial Services Ltd., based in Jodhpur. With a strong
focus on client-centric solutions, the firm provides a wide range of financial products and services to cater to diverse
investment needs.

The offerings include equity trading, commodities, derivatives, mutual funds, portfolio management services (PMS),
insurance, and wealth management solutions. Backed by the robust research and technology platform of Motilal
Oswal, Finsense Securities empowers investors with expert guidance, real-time insights, and advanced tools to make
informed financial decisions.

With a team of qualified advisors and years of experience in the industry, Finsense Securities is committed to
delivering long-term value, transparency, and personalized financial strategies for individuals and businesses alike.

If you're looking for a rewarding career opportunity with immense growth potential in the stock market industry,
share your resume with us at hr.finsense@gmail.com.

We're excited to connect with driven individuals like you!

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