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Job Title: Relationship Manager – Broking
Employment Type: Full-Time
Working Days: 6 Days (1st, 3rd, 5th Saturdays OFF; 2nd & 4th Saturdays WORKING)
Work Hours: 9:30 AM – 6:30 PM
📍 About Us
We are a dynamic stock broking firm focused on empowering partners and investors with industry-leading trading products and services. We believe in strong business partnerships, growth opportunities, and delivering unmatched service excellence in financial markets.
🔎 What You’ll Do / Key Responsibilities
As a Relationship Manager – Broking, you will:
• Build and maintain strong, long-term relationships with Authorized Partners (APs).
• Drive business growth and enhance partner revenue through strategic engagement.
• Provide training, mentoring, and activation support to partners.
• Promote our broking products — including Small case, Stock SIP, MTF, Investments & Trading.
• Ensure compliance with all regulatory and procedural standards.
• Engage, motivate, and develop partner relationships to achieve KPIs.
• Deliver consistent service excellence and meet targets set for revenue and partner engagement.
📌 Requirements
✔ Minimum 1–2 years of experience in broking/financial markets.
✔ Strong communication and relationship management skills.
✔ Good knowledge of financial markets, trading products, and regulatory standards.
✔ Comfortable working in a target-driven environment.
✔ Proven ability to work with partners and influence business outcomes.
✨ What We Offer
• Competitive salary & incentive structure
• Career growth opportunities in financial services
• Hands-on role with partner engagement and business development
• Supportive and collaborative work environment
Relationship Manager- Broking
Key Responsibilities:
· Build and maintain strong relationships with Authorized Partners (APs).
· Drive business growth and enhance partner revenue.
· Provide training, mentoring, and activation support for business partners.
· Ensure compliance with regulatory and procedural standards.
· Promote stock broking products such as Smallcase, Stock SIP, MTF, Investments & Trading.
· Engage, motivate, and develop business partnerships.
· Deliver service excellence and meet key business KPIs.
Requirements:
· Minimum 1 year of experience in broking/financial markets.
· Strong communication & relationship management skills.
· Good knowledge of financial markets & trading.
· Comfortable working in a target-driven environment.
Key Responsibilities:
- Build and maintain strong relationships with Authorized Partners (APs)
- Drive business growth and enhance partner revenue
- Activate partners and provide regular training & mentoring
- Promote broking products: Smallcase, Stock SIP, MTF, Investments & Trading
- Ensure adherence to regulatory and compliance standards
- Achieve business targets and key performance indicators
- Deliver superior service experience to partners
Requirements:
- Graduation mandatory
- Minimum 2 years experience in stock broking/financial markets
- Strong understanding of equity markets and trading products
- Excellent communication and relationship management skills
- Comfortable working in a target-driven environment
Tradeplus - Online Brand of Navia Markets Ltd.- Navia Markets Limited is a financial services company established in the year 1983. It is widely known by its online brand Tradeplus and one of the fastest-growing discount broker in India. - Transparency, Technology and Timely service are our guiding principles. We understand that people do business with people they trust and understand. - We build trust among the customers by empowering our employees. We enrich the employees to work efficiently and smartly. Our company has received NSDL Star Performance Award for the years 2013, 2015, 2016, 2017 & 2018.
DUTIES & RESPONSIBILITIES:
- Ensure that smooth functioning for the Operations department consists of the trade process, settlement of funds and securities, IPO and Mutual Fund back end processes.
- Prepare various reports required for regulatory compliance and submit within the time limit for NSE, BSE, MCX and SEE etc.
- Handle internal, external and regulatory audits- Supervises/leads/coaches Operations staff wherever needed.
- Study the various regulatory circulars and plan for effective implementation with the guidance of HOD for compliance.
- Ensure to send various communications to the clients on a daily, monthly and quarterly basis within TAT after completing the trade and settlement process.
- Settle the funds and securities to the client on a timely manner as stipulated by the regulator and the policies of the company.
WORK EXPERIENCE AND QUALIFICATIONS :
PREFERRED EDUCATION REQUIREMENT:
Masters in Finance or CA / ICWA / ACS Intermediate
REQUIRED SOFT SKILLS :
- Set high standards for self and other team members.
- Foster an enabling environment where ideas are allowed to put to practice.
- Meet deadlines on assignments, juggle multiple tasks.
- Commitment to goals & Values
- Acts as a Team Player collaborate & support Colleagues / Peers within the department and across the company while still being able to work independently when needed.
REQUIRED BEHAVIORAL SKILLS :
- Excellent knowledge of Banking, Stock Broking business operations attained through a minimum of 5 years of work experience.
- Excellent Written & Verbal communication skills.- Proficiency in MS office especially with V- lookup & Pivot tools of Excel.
- Excellent time management and organizational skills.
- Have great attention to detail.
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