Senior Client Advocate

2 days ago


Kollam, Kerala, India beBeeBusiness Full time ₹ 15,00,000 - ₹ 25,00,000

Job Profile:

Relationship Manager Position

The ideal candidate will possess exceptional relationship-building skills and a deep understanding of the equity market.

  1. Candidate Requirements
  • Bachelor's degree in Finance, Commerce, or Economics required.
  • Minimum 2-5 years of experience in equity markets, wealth management, or related roles.
  • Strong analytical ability to interpret market trends and provide insights.
  • Excellent communication and interpersonal skills necessary for client interactions.
  1. Key Responsibilities
  • Client Acquisition & Onboarding
    • Identify new clients for equity trading and investment services.
    • Nurture strong relationships with retail and HNI clients.
    • Facilitate seamless onboarding with proper documentation and KYC compliance.
  • Equity Market Advisory & Execution
    • Provide expert advice on equity investments, market opportunities, and trading strategies.
    • Evaluate risk appetite and suggest tailored solutions.
    • Accurate and timely execution of trades is essential.
  • Revenue Generation
    • Achieve revenue targets through equity broking, value-added schemes, and third-party product sales.
    • Drive client activity levels to meet brokerage and sales objectives.

About This Role

This position offers an exciting opportunity for a driven professional to grow their career in the financial industry. The successful candidate will be an integral part of our team, contributing to client satisfaction and business growth.


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