Strategic Partnership Manager

2 days ago

Hyderabad Secunderabad Telangana Cochin Kochi Ernakulam Pune, India beBeeInvestment Full time ₹ 6,00,000 - ₹ 12,00,000
Relationship Manager

We are seeking an experienced Relationship Manager to join our team. As a key member of our organization, you will be responsible for managing client relationships and driving business growth through strategic partnerships.

Key Responsibilities:
  • Demat & Trading Account Management: You will be responsible for opening Demat and Trading accounts for clients, ensuring that they have the necessary margin requirements met.
  • Client Relationship Building: You will build and maintain strong relationships with existing and new clients, understanding their investment needs and providing personalized solutions.
  • New Business Opportunities: You will identify and pursue new business opportunities within assigned clusters of key accounts, cross-selling financial products such as Mutual Funds, PMS, AIF, Structured Products, and Insurances.
  • Cross-Selling: You will serve as the primary point of contact for key accounts, addressing queries, and providing excellent customer service to ensure client retention.
  • Business Growth Strategy: You will develop and implement strategic plans and initiatives to grow the business with key accounts, setting and achieving sales targets, analyzing market trends, and identifying opportunities to optimize sales strategies and tactics.
  • Market Intelligence: You will stay up-to-date on market trends, industry developments, and competitor activities, providing market intelligence and insights to clients and internal teams for informed decision-making.
Required Skills:
  • Aquisition of Demat & Trading Accounts
  • Knowledge of Investment Products
  • Equity Sales
  • Demat
  • Stock Broking
  • Trading Accounts

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