
Strategic Partnership Developer
4 days ago
Job Title: Business Development Specialist
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 KYC compliance.
- Client Relationship Management
- • Develop and nurture long-term relationships with retail and HNI clients.
- • 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 (SEBI, NSE/BSE, etc.).
- • Maintain accurate client records for audits and compliance.
- • Educate clients about market risks and ensure investments are aligned with their risk profile.
Requirements
- Bachelor's degree in Finance, Commerce, or Economics.
Experience
- 2–5 years of experience in equity markets, wealth management, or related roles.
- No team handling experience required.
Key Skills
Required Skills
- Strong analytical ability to interpret market trends and provide insights.
- Excellent communication and interpersonal skills.
- In-depth knowledge of equity markets, investment products, and trading strategies.
- Proficiency in trading platforms and CRM tools.
Vision
We strive to deliver exceptional results and make a meaningful impact on our clients' lives.
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