Strategic Client Partner

8 hours ago

Aurangabad, Maharashtra, India beBeeRelationship Full time ₹ 15,00,000 - ₹ 25,00,000
Job Opportunity: Relationship Manager

We are seeking a skilled professional to fill the position of Relationship Manager. As a key member of our team, you will be responsible for acquiring, onboarding, and managing relationships with retail and high net worth individual clients.

Main Responsibilities:
  • Client Acquisition & Onboarding
    • Identify and acquire new clients for equity trading and investment services
    • Build a strong network to generate leads and convert prospects into active clients
    • Ensure seamless onboarding with proper documentation and KYC compliance
  • Client Relationship Management
    • Develop and nurture long-term relationships with retail and HNI clients
    • Understand clients' financial goals, risk appetite, and investment needs to provide customized solutions
    • Conduct periodic portfolio reviews and suggest timely adjustments
  • Equity Market Advisory & Execution
    • Provide expert advice on equity investments, market opportunities, and trading strategies
    • Ensure accurate and timely execution of trades
    • Cross-sell and up-sell additional financial products such as mutual funds, bonds, and derivatives
  • Revenue Generation
    • Achieve individual revenue targets through equity broking, value-added schemes, and third-party product sales
    • Drive client activity levels to meet brokerage and sales objectives
    • Explore cross-selling opportunities to maximize wallet share
  • Market Awareness & Research
    • Stay updated on equity markets, economic developments, and corporate actions
    • Share insights and proactively guide clients on portfolio strategies
    • Contribute inputs for internal market reports and strategy development
  • Compliance & Risk Management
    • Adhere to all regulatory requirements (SEBI, NSE/BSE, etc.)
    • Maintain accurate client records for audits and compliance
    • Educate clients about market risks and ensure investments are aligned with their risk profile

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