Relationship Manager/Dealer

The ideal candidate will be responsible for gaining a deep understanding of the clients' business objectives and challenges and creating strategic recommendations based off of this understanding. You will do so by building a strong relationship with our clients and analyzing our clients' data. Essentially, you will act as the main point of contact for our clients.

Roles and Responsibilities

• Prospect for new sales leads and close sales from his own relationship and data.
• Client Acquisition and Onboarding:
• Identify and acquire new clients for investment services.
• Facilitate the onboarding and KYC process for new clients.
• Client Relationship Management:
• Develop and maintain strong relationships with retail & HNI clients.
• Understand clients' financial goals, risk tolerance, and investment needs to provide tailored equity market solutions or trends.
• Equity Market Advisory and Execution:
• Provide clients with expert advice on equity investments, market opportunities, and trading strategies.
• Suggest additional financial products such as mutual funds, bonds, and derivatives to diversify client portfolios.
• Revenue Generation:
• Achieve individual revenue targets through equity broking revenue, valued-added schemes and third party product sales.

Qualifications

• 4-6 years' of client relationship experience
• Ability to manage multiple projects and clients
• Strong communication and interpersonal skill
• sKnowledge of stock market and Investment products is mus