Relationships Lead

4 days ago

Hubli, Karnataka, India beBeeInvestment Full time ₹ 5,00,000 - ₹ 10,00,000

Job Description:

">

We are seeking a seasoned Equity Market Specialist to join our team. The successful candidate will be responsible for managing client relationships, providing expert advice on equity investments, and driving revenue growth.

">

Key Responsibilities:

">
  1. ">
  2. Clients 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.">
  • Facilitate seamless onboarding with proper documentation and 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.">
">

Requirements:

">
  • ">
  • Bachelor's degree in Finance, Commerce, or Economics.">
">

Experience:

">
  • ">
  • 2–5 years of experience in equity markets, wealth management, or related roles.">
  • Team handling experience: Not applicable.">
">

Skills:

">
  • ">
  • In-depth knowledge of equity markets, investment products, and trading strategies.">
  • Excellent communication and interpersonal skills.">
  • Strong analytical ability to interpret market trends and provide insights.">
  • Proficiency in trading platforms and CRM tools.">
"]],

  • Relationships Growth Manager

    7 days ago

    Hubli, Karnataka, India beBeeCustomer Full time ₹ 8,00,000 - ₹ 12,00,000

    Job Description:As a highly motivated and results-driven professional, you will be responsible for developing and maintaining strong relationships with existing customers to drive business growth. Your ability to work independently and as part of a team to achieve sales targets will be crucial in this role.You will identify new business opportunities and...

  • Senior Event Relationship Manager

    3 days ago

    Hubli, Karnataka, India beBeeEvent Full time ₹ 30,00,000 - ₹ 40,00,000

    Maximus Events is seeking a seasoned leader to oversee the management of client relationships, drive business growth, and deliver exceptional event solutions.Key ResponsibilitiesServe as the primary point of contact for key clients, fostering strong and trusted relationships.Lead and mentor a team, ensuring alignment on client needs, deliverables, and...

  • Enterprise Client Relationship Manager

    3 days ago

    Hubli, Karnataka, India beBeeClient Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

    Drive business growth by leveraging your expertise in managing complex client relationships. At the forefront of digital transformation, you will lead executive-level discussions and foster strong partnerships with enterprise clients.The ideal candidate will possess a deep understanding of client strategies, challenges, and technical environments, ensuring...

  • Business Relationship Executive

    4 days ago

    Hubli, Karnataka, India beBeeRelationship Full time

    Business Relationship Executive Job OverviewWe are seeking a seasoned professional to develop and maintain strategic business relationships with customers. Key ResponsibilitiesEngage in regular communication with clients to understand their needs and provide tailored solutions.Maintain accurate records of customer interactions and update the database...

  • Branch Relationship Executive

    3 weeks ago

    Hubli, Karnataka, India Equitas Small Finance Bank Full time

    Job DescriptionRoles and Responsibility- Develop and maintain strong relationships with existing customers to increase business growth.- Identify new business opportunities and generate leads through networking and market research.- Meet or exceed monthly sales targets by selling products such as insurance, mutual funds, and other financial services.-...

  • Sales Lead Generator

    2 days ago

    Hubli, Karnataka, India beBeegrowth Full time ₹ 1,00,00,000 - ₹ 1,50,00,000

    Job Title: Senior Business ManagerWe're looking for a result-oriented individual to take complete ownership of lead generation, sales funnel management, proposals, and closures – ultimately driving revenue growth and building impactful client relationships.

  • Hospitality PR Lead

    4 days ago

    Hubli, Karnataka, India beBeePublicRelations Full time ₹ 18,00,000 - ₹ 25,00,000

    PR Manager Role OverviewThis role is an opportunity to lead and develop strategic media plans that elevate our brand's profile in the hospitality industry.The Senior PR Manager will be responsible for building strong relationships with media contacts, pitching strategic stories, and securing high-impact placements that showcase our expertise.With a focus on...

  • Leading Recruitment Strategist

    2 days ago

    Hubli, Karnataka, India beBeeTalent Full time ₹ 1,04,000 - ₹ 1,30,878

    Job Description:">">The Talent Acquisition Lead plays a pivotal role in driving the recruitment lifecycle across various domains, ensuring seamless and efficient hiring processes.">They specialize in Contract Staffing and Contract-to-Hire placements, showcasing expertise in these models.">Effective client and stakeholder management involves building strong...

  • Lead Business Development

    3 days ago

    Hubli, Karnataka, India beBeeRelationship Full time ₹ 1,50,00,000 - ₹ 2,00,00,000

    Business Development ManagerHiring for a Business Development Manager in a leading organization.Location: Ahmedabad/GujaratGrade: Up to DVPJob Purpose:We are seeking an experienced Business Development Manager to drive business growth through corporate banking products and solutions.Main Responsibilities:Acquire new relationships with Public Sector...

  • Project Manager Lead

    2 days ago

    Hubli, Karnataka, India beBeeProject Full time ₹ 80,00,000 - ₹ 1,20,00,000

    Job Title:A Project Manager Lead role is available in a global Tech Ops team.This includes working with clients and colleagues to develop project scope of work plans and documentation, leading planning sessions to build consensus among project team members, and developing detailed project plans.Responsibilities also include preparing project reports,...