Apply Below for a Direct HR Interview - First in India!

We’re Hiring for Broking Relationship Manager

Compensation- 30k-50k/pm with lucrative incentive structures

Experience Required- 3 to 5 year

Are you passionate about the markets and skilled at building lasting client relationships? We’re looking for a dynamic Broking Relationship Manager to spearhead client acquisition, nurture long-term partnerships, and drive trading activities across equity and derivatives.

In this role, you’ll be responsible for growing and managing a robust client base, providing personalized investment solutions, and contributing to business expansion through a blend of sales, advisory, and proactive portfolio management.

What You’ll Do

• Acquire new clients through networking, referrals, and proactive outreach strategies
• Strengthen and expand existing client relationships by delivering top-quality broking services
• Offer tailored investment advisory in equities and derivatives aligned with client goals
• Execute client trades with precision and efficiency across market segments
• Drive revenue by meeting sales targets and cross-selling/up-selling financial products
• Monitor client portfolios, identify new opportunities, and manage risks effectively
• Stay ahead of market movements, research insights, and regulatory updates to guide clients

What You Need

• Strong knowledge of equity and derivative markets
• Proven success in client acquisition and retention within broking/financial services
• Valid NISM certifications (Equity & Derivatives)
• Exceptional communication, negotiation, and relationship-building skills

What We Expect from You

• Consistently meet and exceed monthly client acquisition and revenue targets
• Maintain a minimum number of active trading clients and ensure high client engagement
• Demonstrate proactive outreach — not waiting for leads but building your own network
• Uphold the highest levels of compliance, transparency, and ethical standards in all dealings
• Stay updated with markets and regulations and translate insights into actionable client strategies
• Contribute to the team’s growth by sharing best practices and innovative approaches

If you thrive in a fast-paced financial environment and are motivated by targets, client success, and market opportunities, this is the role for you!

Basic Eligibility Filters

• Education Level: Post graduate/MBA (preferably in Finance, Commerce, or Economics) with a consistently strong academic track record (90%+ scoring preferred).
• Certifications: NISM (Equity & Derivatives) – mandatory knockout filter.
• Location: Must be based in Delhi NCR (preferably Delhi-born).
• Industry Background: Minimum 5 years in broking, financial services, or wealth management with a stable career track record.
• Client Network: Should have an organic client base / network and proven success in client acquisition and retention.
• HNIs / Ultra-HNIs: Strong penetration and relationship management with HNI and Ultra-HNI clients.
• Product Exposure: Hands-on trading and advisory in equity, derivatives, wealth management, and insurance cross-selling.
• Sales & Advisory Skills: Proven performer with a sales-driven and advisory mindset, incentive earner, and target achiever.
• Communication & Personality: Excellent communication skills, extroverted personality, confident in building rapport and long-term trust.
• Tech Skills: Tech-savvy, AI-fluent, and comfortable with digital tools for client engagement and portfolio management.
• Trading Skills: Should have good speed and accuracy in operating the trading terminal.
• Social Presence: Strong professional presence on LinkedIn and other social platforms with good engagement numbers.
• Team-Building Ability: Confident to take leadership initiatives and form/manage a team in the future.
• Job Switch Reasoning: Reason for career move should be logical, growth-driven, and aligned with long-term goals.