Religare Security Limited
Website:
religareonline.com
Job details:
Company Description Religare Broking Limited (RBL), a wholly owned subsidiary of Religare Enterprises Limited, is one of India’s leading full-service broking houses with a strong presence across more than 400 cities. The organization focuses on making capital markets accessible and user-friendly for a wide range of investors, from first-time market participants to experienced traders. RBL offers a comprehensive suite of financial products and services supported by robust research and cutting-edge technology. With a customer-first approach, the company delivers personalized solutions and seamless investing experiences, positioning itself as a trusted partner for diverse financial needs.
Role Description The Relationship Manager role at Religare Broking Ltd is a full-time, on-site position based in Ahmedabad. The Relationship Manager will be responsible for managing and growing a portfolio of clients by understanding their financial goals, offering suitable investment products, and ensuring high levels of service and satisfaction. Daily activities include engaging with existing and prospective clients, explaining broking and investment offerings, assisting with account opening and documentation, and coordinating with internal teams to resolve queries and service requests. The role also involves tracking market developments, sharing relevant insights with clients, maintaining accurate records of interactions and transactions, and meeting defined business and revenue targets.
Qualifications
- Strong relationship management and client service skills, with the ability to build trust and maintain long-term partnerships.
- Knowledge of capital markets, financial products (equity, derivatives, mutual funds, etc.), and basic investment concepts.
- Effective communication and presentation skills, with proficiency in explaining complex financial information in a simple manner.
- Sales and business development orientation, including experience in meeting targets and managing a sales pipeline.
- Good organizational and documentation skills, with attention to detail and adherence to regulatory and compliance requirements.
- Bachelor’s degree in Finance, Commerce, Business, or a related field; relevant certifications in securities markets or financial planning are an advantage.
- Comfort working with trading platforms, CRM tools, and standard office software; ability to learn new technology quickly.
- Prior experience in broking, banking, or financial services is preferred, especially in client-facing roles.
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