Relationship Manager - Equity Broking/ Investment Products

1 - 3 years

9 - 13 Lacs

Mumbai, Chennai, Jaipur

Posted:2 days ago| Platform: Naukri logo

Apply

Skills Required

Equity Broking trading cold calling customer service sales investment products client retention retail broking equity sales relationship management financial products pms mutual funds structured products

Work Mode

Work from Office

Job Type

Full Time

Job Description

1) The candidate will be responsible for 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 key retail 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) Keping abreast of market trends, industry developments, and competitor activities, and providing market intelligence and insights to clients and internal teams for informed decision-making. 1 year to 2.5 years in Full Service Broking Firm Acquisition of Trading Accounts, Knowledge of Investment Products, Equity Sales Location : - Rajasthan , Delhi, Ahemdabad, Jaipur, Mumbai, Chennai, Kolkata, Bengaluru, Hyderabad, Pune, Lucknow

Mock Interview

Practice Video Interview with JobPe AI

Start Equity Broking Interview Now
QuickTurtle
QuickTurtle

Education Administration Programs

Austin

2-10 Employees

565 Jobs

    Key People

  • John Doe

    CEO
  • Jane Smith

    CTO

RecommendedJobs for You

Ambikapur, Jagdalpur, Rajnandgaon

Bhopal, Gwalior, Indore, Shajapur, Bilaspur, Raipur