Strategic Equity Partner

5 days ago

Bengaluru, Karnataka, India beBeeInvestment Full time ₹ 1,20,00,000 - ₹ 2,40,00,000
Equity Relationship Manager Job Overview

The role of an Equity Relationship Manager involves developing and maintaining strategic relationships with high-net-worth individual clients to provide equity advisory services.

The incumbent will be responsible for acquiring new business opportunities, expanding existing ones, and enhancing the overall customer experience through exceptional service delivery.

Key performance indicators will include meeting sales targets, generating revenue, and maintaining a balanced product mix.

To be successful in this role, the candidate must possess strong communication and interpersonal skills, as well as a deep understanding of equity markets and products.

Required Skills and Qualifications
  • 4-12 years of experience in the broking industry, preferably in a similar role.
  • Ability to build, advise, and manage relationships with top-end clients.
  • Proficiency in equity and derivatives products, along with a strong understanding of equities markets.
  • Mandatory certification in Equity and Derivative Segment.
  • Graduation or MBA degree.

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