Website:
aionioncapital.com
Job details:
Company Description Aionion Capital Market Services Private Limited is a new-age stockbroking company headquartered in Chennai, focused on simplifying the investment journey for retail and institutional clients. The firm is committed to empowering investors by building informed investment communities and offering seamless access to capital markets. As a trusted financial partner, Aionion Capital helps clients identify opportunities and make confident, well-informed financial decisions. The company operates under multiple regulatory registrations, including SEBI Stock Broker, SEBI Depository Participant, SEBI Research Analyst, and AMFI, reflecting its adherence to industry standards and regulatory compliance.
Role Description The Relationship Manager is a full-time, on-site role based in Chennai, responsible for managing and growing client relationships across Aionion Capital’s investment and brokerage services. This role involves onboarding new clients, understanding their financial goals, and recommending suitable investment products and services in line with regulatory guidelines. The Relationship Manager will monitor client portfolios, provide regular updates, and proactively address queries to enhance client satisfaction and retention. Daily activities include coordinating with internal teams, preparing client reports, conducting review meetings, and supporting investor education initiatives. The role also requires maintaining accurate records in CRM systems and contributing to business development through referrals and lead conversion.
Qualifications
- Strong client relationship management, communication, and interpersonal skills to build trust and handle diverse investor profiles.
- Solid understanding of equity markets, mutual funds, and other capital market products, with the ability to explain investment concepts clearly.
- Competence in sales, negotiation, and lead conversion, with a focus on ethical selling and long-term client value.
- Ability to analyze client portfolios, interpret market research, and provide data-driven recommendations.
- Proficiency with MS Office tools and CRM or brokerage platforms for documentation and reporting.
- Bachelor’s degree in Finance, Commerce, Economics, Business Administration, or a related field; relevant certifications (NISM, AMFI) are an advantage.
- Prior experience in broking, wealth management, banking, or financial services relationship management is preferred.
- Attention to detail, regulatory awareness, and a high standard of integrity and confidentiality in handling client information.
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