Relationship Manager Acquisition/ Equity Broking/ Investment Products

17 hours ago


Mumbai, Maharashtra, India QuickTurtle Full time ₹ 9,00,000 - ₹ 12,00,000 per year

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

Location : - Delhi, Ahemdabad, Trivendrum, Bengaluru, Hyderabad, Pune, Kochi, Jaipur, Indore


  • Equity Dealer

    4 days ago


    Mumbai, Maharashtra, India Bajaj Broking Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Bajaj Broking is a 100% subsidiary of Bajaj Finance Limited offering wide spectrum of Capital Market Solutions covering Equities, Mutual funds, corporate deposits, Bonds, Insurance & Loans which are been offered to Corporates, High-net-worth individuals, and Families.Roles And Responsibilities:Client acquisition Capturing at least 4-5 new HNI/UHNI/PCG...


  • Mumbai, Maharashtra, India ICICIDirect Full time

    Job Responsibilities: Will be responsible for HNI client acquisition, equity advisory and dealing. Achieve Business Objectives of sales numbers, revenue and product mix. Improve business generation from new and existing clients. Cement existing relationships, develop new ones; strong service attitude. Identify the customer requirement and need gaps and...


  • Mumbai, Maharashtra, India QuickTurtle Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    1) Responsible for Handling NRI HNI Clients for Equity Broking and other Investment Products2) Achieving the Business target assigned in Terms of, generating revenue through Equity Broking and other Investment Products, acquiring clients via Demat sourcing, enhancing, & upgrading the client relationship.3) Profiling Clients & Suggesting financial products...


  • Mumbai, Maharashtra, India QuickTurtle Full time ₹ 1,04,000 - ₹ 1,30,878 per year

    1) Responsible for Handling NRI Clients and achieve Revenue through Broking of - Equity, Derivatives, Commodity & Currency, and by cross-selling products like Mutual Funds, PMS, AIFs to existing acquired NRI clients of Dubai & other offshore location Desk. 2) Acquiring clients via Demat sourcing, enhancing, & upgrading the client relationship.3) Profiling...

  • Equity Advisor

    4 weeks ago


    Mumbai, Maharashtra, India Chola Securities Full time

    Position: Equity Advisor- Partner Alliances Location: Mumbai Experience: Minimum 1-5 years in a similar role Job Summary: We are seeking a dynamic and results-oriented Equity Advisor to manage and grow partnerships with franchisees, DIGI partners, and remisier networks. The role involves trading on behalf of clients, providing investment recommendations, and...


  • Mumbai, Maharashtra, India Religare Broking Ltd Full time ₹ 20,00,000 - ₹ 25,00,000 per year

    Company DescriptionReligare Broking Limited (RBL) is a market leading securities firm in India and a wholly owned subsidiary of Religare Enterprises Limited (REL). Serving over 10 lakh clients across both Offline and Online platforms, RBL offers broking services in Equity, Currency, and Commodity, as well as depository participant services in over 400...

  • Equity Advisor

    4 weeks ago


    Mumbai, Maharashtra, India Chola Securities Full time

    Position: Equity Advisor- Partner AlliancesLocation: MumbaiExperience: Minimum 1-5 years in a similar roleJob Summary:We are seeking a dynamic and results-oriented Equity Advisor to manage and grow partnerships with franchisees, DIGI partners, and remisier networks. The role involves trading on behalf of clients, providing investment recommendations, and...


  • Mumbai, Maharashtra, India Finnovate Financial Services Full time ₹ 5,00,000 - ₹ 8,00,000 per year

    Job Title:Equity Relationship ManagerJob Role:The Equity Relationship Manager will be responsible for managing relationships with high-net-worth individuals (HNIs) and retail clients, advising them on equity investments, and ensuring their portfolios are aligned with their financial goals. The role involves client acquisition, portfolio management, and...

  • Equity Dealer

    17 hours ago


    Mumbai, Maharashtra, India ICICI Securities Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Role: Equity Relationship Manager ERGKey Responsibilities:Will be responsible for HNI client acquisition, equity advisory and dealing.Achieve Business Objectives of sales numbers, revenue and product mix.Improve business generation from new and existing clients.Cement existing relationships, develop new ones; strong service attitude.Identify the customer...


  • Mumbai, Maharashtra, India Anand Rathi Share and Stock Brokers Ltd Full time

    We are looking for Digital Relationship Assistant Managers/Managers to call and nurture leads from digital channels such as the website, social media, and paid campaigns. The primary focus is on lead qualification though calling, client engagement, addressing inquiries, and coordinating meetings with Offline Relationship Managers for seamless sales...