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 a wide range of investors. The firm is dedicated to building informed investment communities and providing seamless access to financial markets. As a trusted financial partner, Aionion Capital works to bridge the gap between investors and opportunities in the capital markets, enabling confident, data-driven financial decisions. The company operates under multiple SEBI registrations as a Stock Broker, Depository Participant, and Research Analyst, and holds AMFI registration as well, underscoring its regulatory compliance and professional standards.
Role Description This is a full-time, on-site Relationship Manager role based in Kochi. The Relationship Manager will manage and grow client relationships, serving as a primary point of contact for investors and prospective clients. Daily activities include understanding client investment needs, providing information on products and services, supporting account opening and onboarding, and coordinating with internal teams to resolve queries and service requests. The role involves monitoring client portfolios, sharing research updates and market insights in coordination with the research team, and identifying opportunities for cross-selling and up-selling suitable investment products. The Relationship Manager will also maintain accurate client records, adhere to regulatory and internal compliance standards, and contribute to business development through networking and follow-ups.
Qualifications
- Strong client relationship management and customer service skills, with the ability to build trust and maintain long-term professional connections.
- Solid communication and interpersonal skills, including clear spoken and written English and the ability to explain financial concepts in simple terms.
- Basic to intermediate knowledge of stock markets, investment products, and financial services; prior exposure to broking or wealth management is an advantage.
- Analytical and problem-solving skills to understand client requirements, interpret market information, and support informed decision-making.
- Proficiency with standard office and CRM tools for managing client data, preparing reports, and tracking follow-ups.
- Ability to work in a fast-paced, target-driven environment while maintaining high ethical and compliance standards.
- Bachelor’s degree in Finance, Commerce, Business, Economics, or a related field; relevant certifications in securities or mutual funds are a plus.
- Prior experience in sales, relationship management, or financial advisory roles will be considered an added advantage.
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