Strategic Partnership Developer

1 week ago

Bengaluru, Karnataka, India beBeeRelationship Full time ₹ 80,00,000 - ₹ 1,50,00,000

Job Title: Strategic Partnership Developer

Description:

We are seeking a skilled Relationship Manager to join our team in Bengaluru. As a Relationship Manager, you will be responsible for building and maintaining strong relationships with clients, identifying new business opportunities, and providing expert advice on equity investments.

Main 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.
    • Facilitate seamless onboarding with proper documentation and KYC compliance.

  2. Client Relationship Management:

    • Develop and nurture long-term relationships with retail and HNI clients.
    • Understand clients' financial goals, risk appetite, and investment needs to provide customized solutions.
    • Conduct periodic portfolio reviews and suggest timely adjustments.

  3. Equity Market 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.

  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.

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