
Strategic Partnerships Specialist
2 days ago
A dynamic and customer-focused professional is required to manage relationships with retail and HNI clients, identifying and acquiring new clients for equity trading and investment services. The successful candidate will have a strong network, excellent communication skills, and the ability to provide expert advice on equity investments, market opportunities, and trading strategies.
Key Responsibilities:- Client Acquisition & Onboarding:
- Identify and acquire new clients for equity trading and investment services
- Build a strong network to generate leads and convert prospects into active clients
- Facilitate seamless onboarding with proper documentation and KYC compliance
- Client Relationship Management:
- Develop and nurture long-term relationships with retail and HNI clients
- Understand clients' financial goals, risk appetite, and investment needs to provide customized solutions
- Conduct periodic portfolio reviews and suggest timely adjustments
- Equity Market Advisory & Execution:
- Provide expert advice on equity investments, market opportunities, and trading strategies
- Ensure accurate and timely execution of trades
- Cross-sell and up-sell additional financial products such as mutual funds, bonds, and derivatives
- 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
- Explore cross-selling opportunities to maximize wallet share
- Market Awareness & Research:
- Stay updated on equity markets, economic developments, and corporate actions
- Share insights and proactively guide clients on portfolio strategies
- Contribute inputs for internal market reports and strategy development
- Compliance & Risk Management:
- Adhere to all regulatory requirements (SEBI, NSE/BSE, etc.)
- Maintain accurate client records for audits and compliance
- Educate clients about market risks and ensure investments are aligned with their risk profile
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