Acquisition and Trading Business Developer

5 days ago


Thiruvananthapuram Trivandrum Delhi Pune, India beBeeInvestment Full time ₹ 5,00,000 - ₹ 10,00,000

Key Role: Relationship Manager - Acquisitions and Trading

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  • Job Summary: We seek a seasoned professional to drive the acquisition of Demat and Trading accounts.
  • Responsibilities:
  1. Build and maintain relationships with clients, understanding their investment needs and providing personalized investment solutions.
  2. Identify new business opportunities within assigned key accounts and cross-sell financial products such as Mutual Funds, PMS, AIF, Structured Products, and Insurances.
  3. Serve as primary point of contact for key accounts, addressing queries and providing excellent customer service to ensure client retention.
  4. Develop and implement strategic plans to grow business with key accounts.
  5. Set and achieve sales targets, analyze market trends, and identify opportunities to optimize sales strategies and tactics.
  6. Stay abreast of market trends, industry developments, and competitor activities, providing market intelligence and insights to clients and internal teams for informed decision-making.


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