Strategic Client Liaison

1 day ago

Gandhinagar, Gujarat, India beBeeRelationship Full time ₹ 10,00,000 - ₹ 20,00,000
Key Relationship Specialist

Job Overview:

The Key Relationship Specialist will be responsible for managing and developing long-term relationships with clients, providing expert advice on equity investments and trading strategies.

He/she will stay updated on market trends and share insights to guide clients on portfolio strategies.

  • Identify and acquire new clients through lead generation and conversion of prospects into active clients.
  • Build a strong network to provide value-added services and maximize wallet share.
  • Facilitate seamless onboarding with proper documentation and ensure KYC compliance.

Responsibilities:

  1. Client Acquisition & Onboarding
  • Develop a client acquisition strategy to identify and engage new business opportunities.
  • Ensure timely and accurate execution of trades, while maintaining exceptional customer service standards.
  • Cross-sell and up-sell additional financial products such as mutual funds, bonds, and derivatives.
Client Relationship Management
  • Nurture existing relationships by conducting regular reviews and suggesting tailored investment solutions.
  • Proactively communicate with clients to understand their needs, preferences, and goals.
Equity Market Advisory & Execution
  • Provide actionable market insights to clients, helping them make informed investment decisions.
  • Ensure that all transactions are executed accurately and efficiently, adhering to regulatory requirements.
Revenue Generation
  • Meet individual revenue targets through the sale of equity broking services, value-added schemes, and third-party products.
  • Continuously seek opportunities to drive client activity levels and increase brokerage and sales objectives.
Market Awareness & Research
  • Stay abreast of market developments, economic conditions, and corporate actions to provide relevant information to clients.
  • Collaborate with internal teams to develop strategic reports and contribute to market analysis.
Compliance & Risk Management
  • Maintain accurate and up-to-date records of client interactions, transactions, and communications.
  • Adhere to regulatory requirements and company policies, ensuring a high level of risk management.

Requirements:

  • Bachelor's degree in Finance, Commerce, or Economics.

Preferred Skills:

  • Excellent communication and interpersonal skills.
  • Strong analytical ability to interpret market trends and provide actionable insights.
  • Proficiency in trading platforms and CRM tools.

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