Senior Business Development Executive

24 hours ago


Lucknow, Uttar Pradesh, India beBeeInvestment Full time ₹ 60,00,000 - ₹ 1,00,00,000
">Relationship Manager Job Description">

About the Role:

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We are seeking a skilled and experienced Relationship Manager to join our team. As a Relationship Manager, you will be responsible for developing and maintaining strong relationships with clients, identifying new business opportunities, and driving revenue growth.

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Key Responsibilities:

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  • Client Acquisition & Onboarding">
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    • 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">
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    • 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.">
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  • Equity Market Advisory & Execution">
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    • 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.">
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  • 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.">
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  • 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">
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    • 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.">
    ">">

Required Skills and Qualifications:

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  • Bachelor's degree in Finance, Commerce, or Economics.">
  • 2–5 years of experience in equity markets, wealth management, or related roles.">
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Competencies:

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  • Customer-focused with a consultative approach.">
  • Strong problem-solving and negotiation skills.">
  • Attention to detail with ability to work under pressure.">
  • Proactive in identifying client needs and opportunities.">
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Skills:

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  • In-depth knowledge of equity markets, investment products, and trading strategies.">
  • Excellent communication and interpersonal skills.">
  • Strong analytical ability to interpret market trends and provide insights.">
  • Proficiency in trading platforms and CRM tools.">
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