Relationship Manager

About This Role

This relationship management role focuses on being the main point of contact for sub-broker partners. It involves ensuring seamless communication, support, and business growth by assisting with client onboarding, trading, compliance, product updates, and performance tracking to strengthen relationships and drive revenue.

Responsibilities

• Build and maintain strong relationships with sub-brokers to drive business growth
• Understand their business models, client base, and challenges to provide tailored support
• Regularly meet sub-brokers to ensure satisfaction, engagement, and alignment with company objectives
• Support sub-brokers in acquiring clients for stock broking, mutual funds, and other wealth products
• Assist in planning and executing local marketing campaigns or client engagement programs
• Monitor sub-broker performance and help them achieve sales targets
• Assist sub-brokers in account opening, KYC, DP operations, and trade execution
• Ensure smooth onboarding of new clients through sub-brokers
• Help resolve operational issues, trading queries, and system challenges
• Guide sub-brokers on SEBI, AMFI, exchange, and internal compliance requirements
• Ensure sub-brokers maintain proper documentation and reporting standards
• Monitor KYC, AML, and other regulatory adherence by sub-brokers
• Track sub-broker performance, revenue contribution, and client acquisition metrics
• Prepare regular MIS and reports for senior management on sub-broker activities, challenges, and opportunities
• Conduct training sessions, webinars, and workshops for sub-brokers on products, trading platforms, and compliance
• Share updates on new product launches, trading tools, and market developments