
Relationship Manager
4 days ago
Equity Broking Relationship Manager
About the Role:We are seeking an experienced Equity Broking Relationship Manager to join our team. As a key member of our business, you will be responsible for managing and acquiring new NRI and HNI clients, providing them with investment and wealth management solutions.
Key Responsibilities:- Manage existing relationships and identify opportunities to grow revenue without compromising client profitability.
- Acquire new clients through referrals, demat sourcing, and other channels.
- Profile clients' risk appetite and needs, and suggest financial products tailored to their requirements.
- Coordinate with clients daily for investments in equity and other wealth products.
- Help clients execute trades online and place orders on their behalf.
- Activate inactive clients through regular follow-ups and communication.
- Strong understanding of equity markets and investment products.
- Excellent communication and relationship-building skills.
- Ability to stay updated with micro & macroeconomic indicators and global financial markets.
- Proven track record of acquiring and managing high-value clients.
- Competitive compensation package.
- Ongoing training and development opportunities.
- Collaborative and dynamic work environment.
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