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Senior Financial Acquisitions Specialist

3 weeks ago

Solapur, Maharashtra, India beBeeEquity Full time ₹ 7,00,000 - ₹ 15,00,000
Job Overview

The Equity Acquisition Specialist will be responsible for building a robust network of clients for equity trading and investment services. They will identify opportunities, generate leads, and convert prospects into active clients, ensuring seamless onboarding with proper documentation and compliance.

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.
    • Ensure timely and accurate onboarding with proper documentation and KYC compliance.
  2. Relationship Management
    • Nurture long-term relationships with retail and high-net-worth individual clients.
    • Understand clients' financial goals, risk appetite, and investment needs to provide customized solutions.
    • Conduct regular portfolio reviews and suggest timely adjustments.
  3. Market Advisory & Execution
    • Provide expert advice on equity investments, market trends, 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.
  4. 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.
  5. 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.
  6. 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.
Requirements:
  • Bachelor's degree in Finance, Commerce, or Economics.
  • 2–5 years of experience in equity markets, wealth management, or related roles.
  • Excellent communication and interpersonal skills.
  • Strong analytical ability to interpret market trends and provide insights.
  • Proficiency in trading platforms and CRM tools.