Relationship Manager Acquisition/ Equity Broking/ Investment Products
6 days ago
1) The candidate will be responsible for Demat & Trading account opening, with atleast Rs.1 Lac of Margin per account, through direct sales (face to face), cold calling, networking, your own data/sources, and references.
2) Building and maintaining relationships with clients, understanding their investment needs, and providing personalized investment solutions.
3) Identifying new business opportunities within the assigned cluster of key accounts, cross-selling financial products sych as Mutual Funds, PMS, AIF, Structured Products, Insurances.
4) Serving as the primary point of contact for key accounts, addressing queries and providing excellent customer service to ensure client retention.
5) Developing and implementing strategic plans and initiatives to grow the business with key accounts.
6) Setting and achieving sales targets, analyzing market trends, and identifying opportunities to optimize sales strategies and tactics.
7) Keeping abreast of market trends, industry developments, and competitor activities, and providing market intelligence and insights to clients and internal teams for informed decision-making.
Skills : - Acquisition of Demat & Trading Accounts, Knowledge of Investment Products, Equity Sales, Demat, Stock Broking, Equity Sales, Trading Accounts
Mandatory Key Skills
direct sales,acquisition,market intelligence,sales,mutual funds,broking,trading,equity broking,structured products,financial products,client retention,cold calling,pms,stock broking,equity sales,trading account,investment products,customer service
-
Equity Relationship Manager
2 weeks ago
Delhi, Delhi, India MKA Investment Full time ₹ 12,00,000 - ₹ 36,00,000 per yearJob Description:We are looking for a passionate and dynamic Equity Advisor / Investment Specialist to join our growing team at Angel One Master Franchise. The ideal candidate should be well-versed in financial markets and have a strong focus on revenue generation, client relationship management, and investment advisory.Key Responsibilities:Generate revenue...
-
Relationship Manager
2 weeks ago
Delhi, Delhi, India Religare Broking Ltd Full time ₹ 6,00,000 - ₹ 8,00,000 per yearCompany DescriptionReligare Broking Limited (RBL), a subsidiary of Religare Enterprises Limited, is a leading securities firm in India, serving over 10 lakh clients via both online and offline platforms. The company operates across 400+ cities, offering services in Equity, Currency, and Commodity trading, along with depository participant services. As a...
-
Relationship Manager Acquisition
2 weeks ago
Delhi, Delhi, India QuickTurtle Full time ₹ 9,00,000 - ₹ 12,00,000 per year1) The candidate will be responsible for Demat & Trading account opening, with atleast Rs.1 Lac of Margin per account, through direct sales (face to face), cold calling, networking, your own data/sources, and references.2) Building and maintaining relationships with clients, understanding their investment needs, and providing personalized investment...
-
Sr. Relationship Manager
1 week ago
Delhi, Delhi, India Tata Capital Full time ₹ 10,00,000 - ₹ 20,00,000 per yearDescriptionSr. Relationship Manager – Wealth REPORTS TO (SOLID & MATRIX): Business Unit: Tata Capital Limited Department: Wealth Sub Function: Sales Job PurposeDirect Reports (Position Title)The purpose of the job is to be responsible for building and nurturing strong, long-lasting relationships with high-net-worth clients, providing...
-
Relationship Manager in Stock Market
1 week ago
Delhi, Delhi, India CHANAKYA INVESTMENT Full time ₹ 5,00,000 - ₹ 15,00,000 per yearCompany DescriptionChanakya Investment is a SEBI-registered investment advisory firm with over 11 years of excellence in the Indian stock market. Utilizing an advanced 24-screen trading setup, we turn complex market data into clear, actionable insights for confident trading and investing. Our certified research professionals deliver data-backed strategies in...
-
Portfolio Relationship Manager
4 hours ago
Delhi, Delhi, India Mounee Consulting Services Full timePosition: Portfolio Relationship Manager – Stock MarketLocation: New DelhiWork Mode:OnsiteExperience:0 to 2+ years (Stock Market / Broking / Wealth Management preferred)Salary:15k to 50k per month + IncentivesWe are a fast-growing investment advisory & portfolio management firm helping clients build wealth through strategic equity investments, portfolio...
-
Analyst-Acquisitions and Investments
2 weeks ago
Delhi, Delhi, India DAMAC Properties Full time ₹ 8,00,000 - ₹ 12,00,000 per yearJob DescriptionJOB DESCRIPTIONInvestment and Acquisition Strategy:Lead comprehensive financial analysis and modelling to evaluate high-potential investment opportunities aligned with Damac's strategic vision.Uncover new acquisition opportunities through rigorous market research and innovative analysis of potential targets and market entry strategies.Excel in...
-
Analyst-Acquisitions and Investments
2 weeks ago
Delhi, Delhi, India DAMAC Group Full time ₹ 24,00,000 - ₹ 81,00,000 per yearDescriptionJob descriptionInvestment and Acquisition Strategy:Lead comprehensive financial analysis and modelling to evaluate high-potential investment opportunities aligned with Damac's strategic vision.Uncover new acquisition opportunities through rigorous market research and innovative analysis of potential targets and market entry strategies.Excel in...
-
Relationship Manager
6 days ago
Delhi, Delhi, India RS Wealth Management Pvt. Ltd. Full timeCompany DescriptionRS Wealth Management Pvt. Ltd. is a comprehensive financial services provider offering a wide range of investment options, services, and products. Established in 2013, the company is a member of NSE, BSE, and MCX, providing advanced platforms for trading in equity, derivatives, commodities, and currency markets. RS Wealth Management serves...
-
Equity Research Analyst
4 days ago
Delhi, Delhi, India Fin2research Investment Advisor Full timeJob description1.Fundamental & Report :Produced comprehensive equity research reports covering key investment considerations, including financial performance, industry trends, competitive landscape, resulting in investment recommendations.Developed thematic research reports focusing on emerging trends, market disruptions, and macroeconomic factors impacting...