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Sales Growth Specialist

3 weeks ago

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Job Opportunity

Objective: To hire an experienced professional who can manage client relationships and contribute to the growth of the business.

Key Responsibilities:

  • Client Acquisition & Onboarding:
  1. Identify new clients for equity trading and investment services.
  2. Build a strong network to generate leads and convert prospects into active clients.
  3. Facilitate seamless onboarding with proper documentation and compliance.
  • Client Relationship Management:
  1. Nurture long-term relationships with retail and high-net-worth individual clients.
  2. Understand clients' financial goals, risk appetite, and investment needs to provide customized solutions.
  3. Conduct regular portfolio reviews and suggest timely adjustments.
  • Equity Market Advisory & Execution:
  1. Provide expert advice on equity investments, market opportunities, and trading strategies.
  2. Ensure accurate and timely execution of trades.
  3. Cross-sell and up-sell additional financial products such as mutual funds, bonds, and derivatives.
  • Revenue Generation:
  1. Meet individual revenue targets through equity broking, value-added schemes, and third-party product sales.
  2. Drive client activity levels to meet brokerage and sales objectives.
  3. Explore cross-selling opportunities to maximize wallet share.
  • Market Awareness & Research:
  1. Stay updated on equity markets, economic developments, and corporate actions.
  2. Share insights and proactively guide clients on portfolio strategies.
  3. Contribute inputs for internal market reports and strategy development.
  • Compliance & Risk Management:
  1. Adhere to regulatory requirements.
  2. Maintain accurate client records for audits and compliance.
  3. Educate clients about market risks and ensure investments are aligned with their risk profile.

Required Skills & Qualifications:

  • Bachelor's degree in Finance, Commerce, or Economics.
  • Minimum 2-5 years of experience in equity markets, wealth management, or related roles.
  • Strong problem-solving and negotiation skills.
  • Excellent communication and interpersonal skills.

Competencies:

  • Customer-focused with a consultative approach.
  • Attention to detail with ability to work under pressure.
  • Proactive in identifying client needs and opportunities.

Skills:

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