Deputy Vice President

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.