Relationship Manager Acquisition/ Equity Broking/ Investment Products
2 weeks ago
1) The candidate will be responsible for Demat & Trading account opening, with atleast Rs.1 Lac of Margin per account, through direct sales (face to face), cold calling, networking, your own data/sources, and references.
2) Building and maintaining relationships with clients, understanding their investment needs, and providing personalized investment solutions.
3) Identifying new business opportunities within the assigned cluster of key accounts, cross-selling financial products sych as Mutual Funds, PMS, AIF, Structured Products, Insurances.
4) Serving as the primary point of contact for key accounts, addressing queries and providing excellent customer service to ensure client retention.
5) Developing and implementing strategic plans and initiatives to grow the business with key accounts.
6) Setting and achieving sales targets, analyzing market trends, and identifying opportunities to optimize sales strategies and tactics.
7) Keeping abreast of market trends, industry developments, and competitor activities, and providing market intelligence and insights to clients and internal teams for informed decision-making.
Skills : - Acquisition of Demat & Trading Accounts, Knowledge of Investment Products, Equity Sales, Demat, Stock Broking, Equity Sales, Trading Accounts
Location : - Delhi, Ahemdabad, Trivendrum, Bengaluru, Hyderabad, Pune, Kochi, Jaipur, Indore
-
Mumbai, Maharashtra, India QuickTurtle Full time ₹ 9,00,000 - ₹ 12,00,000 per year1) The candidate will be responsible for Demat & Trading account opening, with atleast Rs.1 Lac of Margin per account, through direct sales (face to face), cold calling, networking, your own data/sources, and references.2) Building and maintaining relationships with clients, understanding their investment needs, and providing personalized investment...
-
Equity Relationship Manager
6 days ago
Mumbai, India ICICIDirect Full timeJob Responsibilities:- Will be responsible for HNI client acquisition, equity advisory and dealing.- Achieve Business Objectives of sales numbers, revenue and product mix.- Improve business generation from new and existing clients.- Cement existing relationships, develop new ones; strong service attitude.- Identify the customer requirement and need gaps and...
-
Equity Dealer
5 days ago
Mumbai, Maharashtra, India Bajaj Broking Full time ₹ 9,00,000 - ₹ 12,00,000 per yearBajaj Broking is a 100% subsidiary of Bajaj Finance Limited offering wide spectrum of Capital Market Solutions covering Equities, Mutual funds, corporate deposits, Bonds, Insurance & Loans which are been offered to Corporates, High-net-worth individuals, and Families.Roles And Responsibilities:Client acquisition Capturing at least 4-5 new HNI/UHNI/PCG...
-
Product Manager
1 week ago
Mumbai, India Paytm Money Full timeLocation: Mumbai / NoidaExperience: 6–10 years (Minimum 3 years in Broking)About the Role:We are looking for an experienced Product Manager – Broking to join our team at Paytm Money . The ideal candidate will have a strong background in broking products, trading platforms, and capital markets , with hands-on experience in building scalable,...
-
Equity Relationship Manager
3 weeks ago
Mumbai, Maharashtra, India ICICIDirect Full timeJob Responsibilities: Will be responsible for HNI client acquisition, equity advisory and dealing. Achieve Business Objectives of sales numbers, revenue and product mix. Improve business generation from new and existing clients. Cement existing relationships, develop new ones; strong service attitude. Identify the customer requirement and need gaps and...
-
Equity Relationship Manager
5 hours ago
Mumbai, Maharashtra, India ICICIDirect Full time ₹ 15,00,000 - ₹ 25,00,000 per yearJob Responsibilities:Will be responsible for HNI client acquisition, equity advisory and dealing.Achieve Business Objectives of sales numbers, revenue and product mix.Improve business generation from new and existing clients.Cement existing relationships, develop new ones; strong service attitude.Identify the customer requirement and need gaps and work...
-
Equity Relationship Manager
2 weeks ago
Mumbai, India ICICIDirect Full timeJob Responsibilities:Will be responsible for HNI client acquisition, equity advisory and dealing. Achieve Business Objectives of sales numbers, revenue and product mix. Improve business generation from new and existing clients. Cement existing relationships, develop new ones; strong service attitude. Identify the customer requirement and need gaps and work...
-
Equity Relationship Manager
2 weeks ago
Mumbai, India ICICIDirect Full timeJob Responsibilities:Will be responsible for HNI client acquisition, equity advisory and dealing. Achieve Business Objectives of sales numbers, revenue and product mix. Improve business generation from new and existing clients. Cement existing relationships, develop new ones; strong service attitude. Identify the customer requirement and need gaps and work...
-
RM / Senior RM - NRI Desk, Equity Broking
2 weeks ago
Mumbai, India QuickTurtle Full time1) Responsible for Handling NRI HNI Clients for Equity Broking and other Investment Products2) Achieving the Business target assigned in Terms of, generating revenue through Equity Broking and other Investment Products, acquiring clients via Demat sourcing, enhancing, & upgrading the client relationship.3) Profiling Clients & Suggesting financial products...
-
RM / Senior RM - NRI Desk, Equity Broking
2 days ago
Mumbai, Maharashtra, India QuickTurtle Full time ₹ 15,00,000 - ₹ 25,00,000 per year1) Responsible for Handling NRI HNI Clients for Equity Broking and other Investment Products2) Achieving the Business target assigned in Terms of, generating revenue through Equity Broking and other Investment Products, acquiring clients via Demat sourcing, enhancing, & upgrading the client relationship.3) Profiling Clients & Suggesting financial products...
