
Strategic Relationship Developer
6 days ago
The primary objective of this role is to develop and maintain strategic relationships with clients, provide expert advice on investment opportunities, and drive revenue growth through effective sales strategies.
Key Responsibilities:- 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 compliance.
- Client Relationship Management:
- Nurture long-term relationships with retail and high-net-worth clients.
- Understand clients' financial goals, risk appetite, and investment needs to provide customized solutions.
- Conduct regular portfolio reviews and suggest timely adjustments.
- Investment 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 Growth:
- 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 investment strategies.
- Contribute inputs for internal market reports and strategy development.
- Compliance & Risk Management:
- Adhere to all regulatory requirements.
- Maintain accurate client records for audits and compliance.
- Educate clients about market risks and ensure investments are aligned with their risk profile.
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