High Net Worth Client Acquisition Specialist

2 days ago

Vadodara, Gujarat, India beBeeEquity Full time ₹ 15,00,000 - ₹ 25,50,000
Equity Relationship Manager Job Description

Key Responsibilities:

  • To acquire and maintain high net worth individual (HNI) clients through expert equity advisory and dealing services.
  • Drive business growth by achieving sales targets, revenue enhancement, and diversifying product offerings.
  • Develop new business opportunities from existing and new clients with a strong focus on excellent customer service.
  • Strengthen existing relationships and establish new ones to expand the client base.
  • Identify client requirements and gaps in current solutions, working to bridge these through innovative problem-solving.

Requirements and Qualifications:

  • 4 to 12 years of experience in the broking industry in a similar role.
  • Ability to effectively manage and advise top-end client relationships.
  • Proficiency in equity and derivatives products, along with a solid understanding of the equities market.
  • Certification in Equity and Derivative Segment is mandatory for this position.

Education:

  • Graduation or an MBA degree is required for this role.

This challenging role offers ample opportunities for career advancement and professional growth in a dynamic environment. If you have the skills and drive to succeed, apply now to become a part of our team as an Equity Relationship Manager.

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