Building Long-Term Client Relationships

4 days ago

Thāne, Maharashtra, India beBeeRelationship Full time ₹ 20,00,000 - ₹ 40,00,000
Job Description:

Overview

The primary goal of this role is to establish and maintain strong relationships with clients, ensuring their financial goals are met through effective equity market advisory and execution.

As a Relationship Manager, you will be responsible for acquiring new clients, providing expert advice on equity investments, and executing trades in a timely manner.

Key Responsibilities:

  • Client Acquisition & Onboarding
  • Identify and acquire new clients for equity trading and investment services by building a strong network and converting prospects into active clients.
  • Facilitate seamless onboarding with proper documentation and KYC compliance.
  • Client Relationship Management
  • Nurture long-term relationships with retail and HNI clients by understanding their financial goals, risk appetite, and investment needs.
  • Develop customized solutions to meet client requirements and conduct periodic portfolio reviews.
  • Equity Market Advisory & Execution
  • Provide expert advice on equity investments, market opportunities, and trading strategies.
  • Ensure accurate and timely execution of trades and explore cross-selling opportunities to maximize wallet share.
  • 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.
  • Market Awareness & Research
  • Stay updated on equity markets, economic developments, and corporate actions to provide informed guidance to clients.
  • Compliance & Risk Management
  • Adhere to all regulatory requirements and maintain accurate client records for audits and compliance.

Required Skills and Qualifications:

  • Bachelor's degree in Finance, Commerce, or Economics.
  • 2–5 years of experience in equity markets, wealth management, or related roles.
  • Strong analytical ability to interpret market trends and provide insights.
  • Excellent communication and interpersonal skills.
  • Proficiency in trading platforms and CRM tools.
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