Jainam Broking Limited 4 hours ago Location Head Office Department Relations - JBL Employment Type Full-time Applications Received 0 Closes On 2 Dec, 2025 Key Responsibilities Client Relationship Management:Develop and maintain strong, long-lasting relationships with existing and potential clients.Serve as the primary point of contact for high-net-worth clients (HNWIs) and institutional clients.Understand client investment goals and needs to tailor appropriate solutions, products, and services.Regularly meet clients to discuss portfolio performance, market trends, and opportunities for expansion.Strategic Business Development:Work closely with the senior leadership team to drive business growth and achieve revenue targets.Identify new business opportunities within the existing client base and through new client acquisition.Collaborate with the sales, marketing, and trading teams to create and execute growth strategies.Client Portfolio Management:Ensure clients’ investment portfolios are well-managed in line with their financial goals and risk profiles.Offer personalized advice on stock trading, investment strategies, and financial products.Guide clients on asset allocation, investment planning, and the implementation of strategies to maximize returns.Market Knowledge & Insights:Stay updated on the latest market trends, industry regulations, and financial products.Provide clients with regular market updates, forecasts, and actionable insights.Leverage market knowledge to support clients in making informed investment decisions.Team Leadership & Coordination:Lead, mentor, and manage a team of Relationship Managers, ensuring effective client servicing and achieving KPIs.Ensure proper coordination between various internal departments (e.g., operations, compliance, and research).Train and develop team members in client handling and business development.Risk & Compliance Management:Ensure adherence to regulatory requirements and compliance standards in all client interactions.Mitigate risks by ensuring that client transactions are executed in a compliant manner and clients are well-informed about the risks involved.Reporting & Analysis:Regularly report on client activities, portfolio performance, and business development outcomes to senior leadership.Analyze client feedback to improve service offerings and client satisfaction. Skills & Qualifications Education:MBA (Finance) / Post Graduate degree in Business, Finance, or related fields.Certifications such as NISM (National Institute of Securities Markets) certification, CFA (Chartered Financial Analyst), or equivalent are preferred.Experience:Minimum 8-10 years of experience in client relations, wealth management, or stock broking.At least 3-5 years in a managerial or leadership role with a proven track record of managing client relationships and business growth.Deep understanding of the Indian stock market, financial instruments, and investment strategies.Prior experience with HNWIs, institutional clients, and high-value portfolios.Skills:Strong interpersonal and communication skills, with the ability to manage relationships at senior levels.In-depth market knowledge and ability to provide value-added investment advice.Strong business acumen and ability to drive revenue growth through client acquisition and retention.Leadership and team management skills with a focus on collaboration and results.Ability to analyze data, prepare reports, and develop strategic plans. Key Competencies Relationship Management: Ability to manage multiple client relationships simultaneously, build trust, and add value to clients.Client-Centric: Focused on delivering exceptional service and meeting the financial needs of clients.Leadership & Mentorship: Capable of leading and inspiring teams to achieve organizational goals.Financial Knowledge: Expertise in the stock market, financial products, and investment strategies.Problem-Solving & Innovation: Proactive in identifying opportunities for clients and solving challenges efficiently.Negotiation Skills: Strong negotiation capabilities to close deals and retain clients.
