Senior Business Development Representative

4 days ago

Jamnagar, Gujarat, India beBeeRelationship Full time ₹ 8,00,000 - ₹ 20,00,000
Relationship Manager Position

We are seeking a skilled Relationship Manager to join our team. This role will be responsible for building and maintaining relationships with clients, identifying new business opportunities, and providing exceptional customer service.

Key Responsibilities:
  • Client Acquisition and 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 and 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 and 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 and 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.
  • 2-5 years of experience in equity markets, wealth management, or related roles.
  • Strong problem-solving and negotiation skills.
  • Excellent communication and interpersonal skills.
  • In-depth knowledge of equity markets, investment products, and trading strategies.

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