Senior Business Development Specialist

2 days ago

Bikaner, Rajasthan, India beBeeRelationship Full time ₹ 6,00,000 - ₹ 12,00,000

Job Opportunity

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Our company is seeking a highly skilled and experienced professional to fill the position of Relationship Manager.

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Key Responsibilities:

  • Client Acquisition & Onboarding
    • Identify and acquire new clients for equity trading and investment services.
    • Build strong relationships with existing and prospective clients to generate leads and convert prospects into active clients.
    • Ensure seamless onboarding with proper documentation and compliance.
  • Client Relationship Management
    • Nurture long-term relationships with retail and high net worth individual (HNI) clients.
    • Understand clients' financial goals, risk tolerance, and investment needs to provide customized solutions.
    • Conduct regular portfolio reviews and suggest timely adjustments to meet clients' expectations.
  • Equity Market Advisory & Execution
    • Provide expert advice on equity investments, market opportunities, and trading strategies to clients.
    • Ensure accurate and timely execution of trades and transactions.
    • Cross-sell and up-sell additional financial products such as mutual funds, bonds, and derivatives to increase revenue streams.
  • 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 by identifying new business opportunities.
    • Explore cross-selling opportunities to maximize wallet share and increase customer loyalty.
  • Market Awareness & Research
    • Stay updated on equity markets, economic developments, and industry trends to provide informed advice to clients.
    • Share insights and proactively guide clients on portfolio strategies to optimize returns.
    • Contribute inputs for internal research reports and strategy development to stay ahead in the competitive market.
  • Compliance & Risk Management
    • Adhere to all regulatory requirements and maintain accurate client records for audits and compliance purposes.
    • Educate clients about market risks and ensure investments are aligned with their risk profile to minimize losses.
    • Identify and mitigate potential risks associated with client accounts to protect both clients and the company's interests.

Requirements

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

Experience

  • 2–5 years of experience in equity markets, wealth management, or related roles.
  • Strong networking and communication skills to build and maintain relationships with clients and colleagues.

Key Competencies & Skills

Competencies

  • Customer-focused with a consultative approach.
  • Strong problem-solving and negotiation skills to resolve complex issues.
  • Attention to detail with ability to work under pressure and meet deadlines.
  • Proactive in identifying client needs and opportunities to drive business growth.

Skills

  • In-depth knowledge of equity markets, investment products, and trading strategies.
  • Excellent communication and interpersonal skills to build strong relationships with clients and colleagues.
  • Strong analytical ability to interpret market trends and provide insights to clients.
  • Proficiency in trading platforms and CRM tools to manage client relationships and transactions efficiently.

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