Relationship Manager

Company Description Nirmal Bang is one of India’s leading stock broking companies, serving both retail and institutional clients with a comprehensive range of financial products and services, including equities, derivatives, commodities, currency derivatives, IPOs, NPS, depository services, and portfolio management services. Co-founded and led by Mr. Dilip Bang and Mr. Kishore Bang, the firm is built on strong industry expertise and a deep commitment to client success. The team brings together diverse professional backgrounds, combining experience, skill, and dedication to deliver value-driven advice. Nirmal Bang places a strong emphasis on thorough research, tracking local and global market developments while identifying intrinsic value and growth opportunities. The company’s focus is to help investors optimize returns through informed and strategic decision-making.
Role Description The Relationship Manager will work full time on-site at the Lucknow office, managing and growing a portfolio of retail and/or institutional clients. Responsibilities include developing and maintaining long-term client relationships, understanding clients’ investment objectives, and advising on suitable financial products such as equities, derivatives, commodities, and other offerings. The role involves regular client meetings and calls, responding promptly to queries, ensuring a high level of service, and coordinating with internal teams for seamless execution of trades and services. The Relationship Manager will monitor market trends, provide timely updates and recommendations to clients, and support them in making informed investment decisions. The position also includes achieving business targets, identifying new business opportunities, and ensuring adherence to regulatory and compliance requirements.
Qualifications
Strong client relationship management, communication, and interpersonal skills to build trust and maintain long-term partnerships.
Sound understanding of financial markets, including equities, derivatives, commodities, and other investment products, with the ability to explain them clearly to clients.
Sales and business development abilities, including prospecting, negotiation, and achieving revenue and growth targets.
Analytical and research skills to interpret market data, track economic developments, and translate insights into practical client recommendations.
Proficiency in basic office and trading-related software, along with strong organizational and time management skills.
Bachelor’s degree in Finance, Commerce, Economics, Business Administration, or a related field; relevant certifications in securities or financial markets are an advantage.
Prior experience in stock broking, banking, wealth management, or financial services is preferred.
Commitment to ethical practices, regulatory compliance, and delivering high-quality service to a diverse client base.

Work arrangement
No