Strategic Equity Client Advisor

2 weeks ago


Mysore, Karnataka, India beBeeEquity Full time ₹ 80,00,000 - ₹ 2,00,00,000

Job Overview

We are seeking an accomplished Equity Relationship Manager to join our team. In this role, you will be responsible for building and maintaining high-value client relationships, providing expert equity advisory and dealing services.

  • You will work closely with clients to understand their investment goals and develop tailored strategies to achieve them.
  • Your focus will be on driving business growth through sales performance, revenue expansion, and product optimization.
  • You will identify opportunities for new business development from existing and new clients while maintaining exceptional service standards.
  • You will analyze customer requirements and address gaps in our service provision to enhance overall client satisfaction.

Key Requirements

  • Minimum 4 years of experience in the broking industry with a similar role.
  • Proven ability to acquire, advise, and manage top-end client relationships.
  • Strong knowledge of equity and derivatives products, as well as equities markets.
  • Certification in Equity and Derivative Segment is mandatory.

Qualifications

  • Bachelor's or Master's degree required.


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