Relationship Manager Acquisition/ Equity Broking/ Investment Products

3 weeks ago

Ahmedabad Kolkata Delhi NCR, India Quick Turtle Full time

Job Description 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

  • Cluster Manager Equity Broking

    3 weeks ago

    Ahmedabad, Delhi, Cochin / Kochi / Ernakulam, India Quick Turtle Full time

    Job Description Cluster Manager - Equity Broking & Investment Products QuickTurtle is looking for an experienced and results-oriented Cluster Manager to lead our Equity Broking & Investment Products team. In this pivotal role, you'll manage a team of Key Account Managers and Broking RMs, drive business growth through strategic client relationships, and...

  • ▷ (Apply Now) Cluster Manager Equity Broking & Investment Products

    3 weeks ago

    Jaipur, Kolkata, Pune, India Quick Turtle Full time

    Job Description 1) Leading and managing a team of Key Account Managers (KAMs) Broking RMs, providing guidance, training, and support, to achieve sales targets and deliver exceptional client service. 2) Building and maintaining relationships with the clients, understanding their investment needs and objectives, and providing personalized investment solutions...

  • Equity Relationship Manager

    4 weeks ago

    New Delhi, India InCred Capital Full time

    InCred is a new age and fast-growing broking and wealth management firm, with a vision to be a leading platform for HNIs & UHNIs. InCred Group has businesses across lending, Wealth Management, Asset Management, Investment Banking, Institutional & Non-Institutional Equities Research & Broking and Wholesale Debt Market. At present InCred Wealth has...

  • Equity Relationship Manager

    1 week ago

    New Delhi, India InCred Capital Full time

    InCred is a new age and fast-growing broking and wealth management firm, with a vision to bea leading platform for HNIs & UHNIs. InCred Group has businesses across lending, Wealth Management, Asset Management, Investment Banking, Institutional & Non-Institutional Equities Research & Broking and Wholesale Debt Market. At present InCred Wealth has...

  • Equity Relationship Manager

    4 weeks ago

    New Delhi, India InCred Capital Full time

    InCred is a new age and fast-growing broking and wealth management firm, with a vision to bea leading platform for HNIs & UHNIs. InCred Group has businesses across lending, WealthManagement, Asset Management, Investment Banking, Institutional & Non-Institutional EquitiesResearch & Broking and Wholesale Debt Market. At present InCred Wealth has international...

  • Equity Relationship Manager

    2 days ago

    Delhi, Delhi, India MKA Investment Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    Job Description:We are looking for a passionate and dynamic Equity Advisor / Investment Specialist to join our growing team at Angel One Master Franchise. The ideal candidate should be well-versed in financial markets and have a strong focus on revenue generation, client relationship management, and investment advisory.Key Responsibilities:Generate revenue...

  • PCG Advisor,B2B Franchisee Partner Alliance-Equity&Investment Products

    2 weeks ago

    Ahmedabad, Delhi, Mumbai, NCR, India QuickTurtle Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    1) Acquisition of Partners viz. Franchisees, IFA (Independent Financial Advisors) & Remisers. 2) Build rapport with these Partners & help them on-board their clients across products.3) Conduct training of Partners for all our products across Direct Equity & Investment products like Mutual Funds (MFs), Portfolio Management Services (PMS), Alternate Investment...

  • Cluster Manager

    3 weeks ago

    Delhi, Mumbai, India Quick Turtle Full time

    Job Description - Cluster Manager - Stock Broking & Investment Products, Partner Alliances- Franchisee, IFAs - Achieve given AUM and Revenue targets - Responsible for mentoring, monitoring and driving the cluster sales team to achieve the sales numbers through Partner Alliances- IFA, Franchisee, Remisier Channel. - Engage with Partner Alliances - IFA,...

  • Acquisition Relationship Manager

    2 weeks ago

    Kolkata, West Bengal, India PluginLive Full time ₹ 4,00,000 - ₹ 8,00,000 per year

    Job Title:Relationship Manager- Bank Channel (Sales)Company:Centrum Broking LimitedLocation:Chennai | Bangalore | Hyderabad | Ahmedabad | Rajkot | Delhi | Kolkata | DurgapurExperience:2- 5 years in Capital Markets / Financial ServicesCompensation:INR 4-8 LPA (Depending on experience)Joining:Immediate joiners preferred (Notice period buyouts open)About...

  • PCG Equity Advisor

    5 days ago

    Delhi, Kolkata, NCR, Pune, India Genius Consultants Full time ₹ 9,00,000 - ₹ 15,00,000 per year

    Private Client Group - Equity AdvisorLocation: Pune,Kolkata,DelhiDesignation: Equity Advisor (PCG)Roles and Responsibilities:Execute trades on behalf of clients, aligning with their investment strategies and preferences.Provide expert advisory services to enhance portfolio growth, with a focus on Assets Under Management (AUM) product penetration.Promote and...