
Prosperity Consultant
3 weeks ago
Indore, Madhya Pradesh, India
beBeerelationship
Full time
₹ 15,00,000 - ₹ 20,00,000
Relationship Manager RoleAbout the Position:
This role focuses on client acquisition, relationship management, and equity market advisory services.
- Main Responsibilities:
- Identify and onboard new clients for equity trading and investment services, building strong networks to generate leads and convert prospects into active clients.
- Develop and nurture long-term relationships with retail and high net worth individual clients, understanding their financial goals, risk appetite, and investment needs to provide tailored solutions.
- Provide expert advice on equity investments, market opportunities, and trading strategies, ensuring accurate and timely execution of trades.
- Achieve individual revenue targets through equity broking, value-added schemes, and third-party product sales, driving client activity levels to meet brokerage and sales objectives.
- Stay updated on equity markets, economic developments, and corporate actions, sharing insights and guiding clients on portfolio strategies, and contributing inputs for internal market reports and strategy development.
- Ensure adherence to regulatory requirements and maintain accurate client records for audits and compliance, educating clients about market risks and aligning investments with their risk profile.
Key Skills and Qualifications:
This role requires excellent communication and interpersonal skills, a strong ability to understand client needs, and a solid knowledge of equity markets and related regulations.
Benefits and Growth Opportunities:
Employees in this position can expect opportunities for professional growth and development, as well as a competitive compensation package.