Senior Investment Portfolio Development Specialist

3 days ago


Kannur, Kerala, India beBeeInvestment Full time ₹ 19,99,000 - ₹ 24,99,900
High Net Worth Relationship Development Manager

About the Role:

  • We are seeking a seasoned professional to manage and acquire high net worth individual (HNI) client relationships for equity advisory and dealing.
  • The successful candidate will drive business objectives through sales numbers, revenue growth, and product mix optimization.
  • A key responsibility will be to develop strategies to improve business generation from new and existing clients.
  • Cementing strong relationships with existing clients and developing new ones is crucial.
  • This role requires identifying customer requirements and needs gaps, and working towards bridging them.

Requirements:

  • 4-12 years of experience in the broking industry, preferably in a similar function.
  • Ability to acquire, advise, and handle relationships of top-end clients.
  • Proficiency in equity and derivatives products, with a deep understanding of equities markets.
  • Certification in Equity and Derivative Segment is mandatory.

Qualifications:

  • Graduation or MBA degree.

Key Skills:

  • Strategic relationship management.
  • Business development.
  • Equity and derivatives expertise.
  • Strong communication and interpersonal skills.


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