Financial Services Strategist

14 hours ago

Alleppey, Kerala, India beBeeEquity Full time ₹ 16,71,250 - ₹ 24,75,000
Job Overview

The role of Equity Relationship Manager involves developing and maintaining strong relationships with high-net-worth individuals, providing expert equity advisory services to drive revenue growth and expand product offerings.



Key Responsibilities
  • Establish and maintain relationships with clients, identifying their needs and delivering tailored solutions to meet their financial objectives.
  • Drive sales growth by expanding product mix, fostering business development, and cultivating a network of high-net-worth individuals.
  • Cultivate a service-oriented approach to client management, ensuring exceptional value delivery through proactive relationship-building and timely solutions.


Requirements

To succeed in this role, candidates should possess a deep understanding of the equities market, expertise in equity and derivatives products, and a solid background in broking industry practices.



Qualifications
  • A relevant degree or MBA qualification is required for this position.


Key Skills
  • Proven expertise in equity advisory services and strong relationship-building skills.
  • Excellent communication and interpersonal skills, with the ability to identify client needs and deliver tailored solutions.
  • Experience working with equity and derivatives products, with a solid understanding of the equities market.

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