Elevate Your Career as a Strategic Wealth Advisor

15 hours ago

Pune, Maharashtra, India beBeeEquity Full time ₹ 10,00,000 - ₹ 1,50,00,000

Drive your career forward in our high-performing team as an Equity Relationship Manager.

Job Description

As a seasoned professional, you will be responsible for forging and nurturing relationships with affluent individuals to provide expert equity advisory services. Your role will involve:

  • Acquiring new clients through targeted outreach and building strong bonds with existing ones.
  • Delivering business results by driving sales growth, revenue expansion, and product diversification.
  • Identifying customer needs and market gaps, then developing strategies to bridge these gaps.
  • Developing in-depth knowledge of equity and derivatives products, as well as equities markets.
  • Maintaining certification in the Equity and Derivative Segment.

To excel in this role, you will require 4-12 years of experience in the broking industry, coupled with exceptional communication and service skills, a graduation or MBA degree, and a proven ability to handle complex client relationships.

Required Skills and Qualifications
  • Expert-level knowledge of equity and derivatives products.
  • Strong understanding of equities markets.
  • Excellent communication and interpersonal skills.
  • Proven ability to acquire and advise top-end clients.
  • Graduation or MBA degree.
  • 4-12 years of experience in the broking industry.
Benefits

This is an excellent opportunity to grow your career in a dynamic and supportive environment. You will have the chance to work with a talented team, develop your skills, and take on new challenges.

Others

If you are a motivated and experienced professional looking for a new challenge, we encourage you to apply for this exciting opportunity.

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