
Senior Client Advocate
2 days ago
Job Profile:
Relationship Manager PositionThe ideal candidate will possess exceptional relationship-building skills and a deep understanding of the equity market.
- 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.
- 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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