Senior Business Connection Specialist

5 days ago

Bharatpur, Rajasthan, India beBeeRelationship Full time ₹ 8,00,000 - ₹ 15,00,000
Job Overview:

As a relationship specialist, you will play a pivotal role in building and maintaining strong connections with clients to drive revenue growth and expand our equity broking business.

Key Responsibilities:
  • Client Acquisition & Onboarding
    • Identify and acquire new clients for equity trading and investment services.
    • Establish a robust network to generate leads and convert prospects into active clients.
    • Facilitate 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.
    • Maintain accurate client records for audits and compliance.
    • Educate clients about market risks and ensure investments are aligned with their risk profile.
    Requirements:
    • Bachelor's degree in Finance, Commerce, or Economics.
    • 2–5 years of experience in equity markets, wealth management, or related roles.

The ideal candidate should possess excellent communication skills, strong analytical ability, and proficiency in trading platforms and CRM tools.

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