Retail Relationship Manager advisor (NBFC)

Job Description

Retail- RM Advisor

Location: Chennai, Bangalore, Hyderabad, Vizag, Coimbatore, Kolkata, Mumbai & Delhi

Designation: RM Advisor

Roles and Responsibilities:

Activate trading accounts for clients and guide new entrants in understanding equity market dynamics.

Cross-sell investment products such as Insurance, Mutual Funds (MF), PMS, SIP, and Initial Public Offerings (IPOs) to existing clients.

Coordinate daily equity trades for clients and assist in executing trades online or placing orders on their behalf.

Drive revenue growth while ensuring client profitability and long-term engagement.

Provide clients with market insights and investment advisory services based on current financial conditions.

Acquire new clients through referrals from existing customers.

Reactivate inactive clients through consistent follow-ups and engagement strategies.

Ensure timely collection of margins and market-to-ma...