Senior Client Advocate

3 days ago

Amrāvati, Maharashtra, India beBeeRelationshipManager Full time ₹ 60,00,000 - ₹ 1,20,00,000
Job Title: Relationship Manager

We are seeking a highly motivated and experienced professional to fill the role of Relationship Manager. As a key member of our organization, you will be responsible for acquiring new clients, building long-term relationships, and providing expert advice on equity investments.

This is an exciting opportunity for a results-driven individual who can drive revenue growth through effective client relationship management, market awareness, and research.

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

This role requires a unique blend of business acumen, technical expertise, and interpersonal skills. If you have a passion for delivering exceptional client experiences and driving business growth, we encourage you to apply.

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