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Financial Business Development Professional

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Kurnool, Andhra Pradesh, India beBeeRelationshipManager Full time ₹ 40,00,000 - ₹ 80,00,000

Job Opportunity: Relationship Manager

Are you looking for a challenging role where you can utilize your skills in sales and customer service? Do you have experience working in the equity markets or wealth management?

We are seeking a skilled Relationship Manager to join our team. As a Relationship Manager, you will be responsible for identifying and acquiring new clients, building strong relationships with existing clients, and providing expert advice on equity investments and trading strategies.

Key Responsibilities:

  1. 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.
  • Facilitate seamless onboarding with proper documentation and KYC compliance.
  1. 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.
  1. 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.
  1. 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.
  1. 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.
  1. 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.

Key Competencies & Skills:

  • Customer-focused with a consultative approach.
  • Strong problem-solving and negotiation skills.
  • Attention to detail with ability to work under pressure.
  • Proactive in identifying client needs and opportunities.

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.