Strategic Relationship Builder

5 days ago

Mumbai Bengaluru Bangalore Kolkata, India beBeeInvestor Full time ₹ 8,00,000 - ₹ 12,00,000
Job Description

The primary objective of this role is to identify and develop relationships with high net worth clients, providing them with bespoke financial solutions.

This involves acquiring and servicing UHNI/HNI clients for the Private Client Group, with a minimum book size of Rs. 25 Lac.

The key performance indicator will be to achieve revenue targets through broking/trading in equity, derivatives, currency, and commodity markets, as well as cross-selling third-party products like mutual funds, portfolio management services, and alternate investment funds.

Additionally, the successful candidate will be expected to increase book size and revenue by applying advanced strategies and market understanding.

The role also involves upselling and cross-selling, guiding large clients to diversify their investment portfolios by advising them on suitable products like mutual funds, PMS, IAP, and insurance.

Understanding client profiles and suggesting portfolio/asset allocation will be crucial in improving client activity ratios and maintaining client satisfaction.

Effective coordination with third-party product manufacturers and stakeholders will also be essential.

Required Skills:

  • Private Client Group experience
  • Stock broking, equity trading, and dealing skills
  • Knowledge of equity, stocks, shares trading, and dealing
  • Wealth management expertise

Benefits:

  • Competitive salary and benefits package
  • Opportunities for career growth and professional development
  • A dynamic and supportive work environment
Key Qualifications
  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal skills
  • Ability to work under pressure and meet deadlines
Why Join Us?

We are a leading financial services company, dedicated to delivering exceptional client experiences and building long-term relationships.

Our team is passionate about helping clients achieve their financial goals and aspirations.

If you are a results-driven professional with a passion for financial services, we would love to hear from you

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