Relationship Manager Acquisition / Equity Broking / Investment Products

ConfidentialBengaluru / Bangalore, Thiruvananthapuram / Trivandrum, Delhi

30+ days ago

Job description

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.

Building and maintaining relationships with clients, understanding their investment needs, and providing personalized investment solutions.

Identifying new business opportunities within the assigned cluster of key accounts, cross-selling financial products sych as Mutual Funds, PMS, AIF, Structured Products, Insurances.

Serving as the primary point of contact for key accounts, addressing queries and providing excellent customer service to ensure client retention.

Developing and implementing strategic plans and initiatives to grow the business with key accounts.

Setting and achieving sales targets, analyzing market trends, and identifying opportunities to optimize sales strategies and tactics.

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

Skills Required

Equity Analysis, Client Acquisition, Market Research, investment strategies, Portfolio Management, Sales

Create a job alert for this search

Relationship Manager • Bengaluru / Bangalore, Thiruvananthapuram / Trivandrum, Delhi

Related jobs

Promoted

Senior Manager Sales

NxtWaveThiruvananthapuram, IN

We’re Hiring : Senior Manager – Sales @ NxtWave.India’s fastest-growing EdTech companies, we’re transforming the 21st-century job market by skilling youth through our CCBP 4.Google, Amazon, Oracle, ...Show moreLast updated: 3 days ago

Promoted

Investment Specialist

GenesisCipher LabsThiruvananthapuram, IN

GenesisCipher Labs is a FinTech infrastructure startup focused on building secure blockchain protocols.These protocols include stablecoins, oracles, and payment systems, all aimed at making finance...Show moreLast updated: 30+ days ago

Promoted

Investment Banking Intern

Instaura ConsultingKollam, IN

This is not a support role — you’ll work directly with senior partners on : .Deal research & financial modeling.Mentorship from senior bankers. Insight into Signal Architecture.Network across VC, fami...Show moreLast updated: 2 days ago

Promoted

Relationship Manager- Bancassurance

ConfidentialThiruvananthapuram / Trivandrum

India's leading life insurance provider is looking for a Relationship Manager in the Credit Life Channel to drive business through cross-selling life insurance products to bank customers and mainta...Show moreLast updated: 30+ days ago

Promoted

Cluster Manager / Team Leader - HNI Sales, Stock / Equity Broking

ConfidentialCoimbatore, Cochin / Kochi / Ernakulam, Thiruvananthapuram / Trivandrum

Would be responsible for acquiring High Net Worth relationships and managing a team of 8-10 Relationship Managers.Would establish ties with HNI UHNI clinets by designing & implementing their financ...Show moreLast updated: 30+ days ago

Promoted

Senior Investment Advisor - HNWI & Private Capital Relations

Friendly Franchisees Corporation / Silver Star Real Estate LLCThiruvananthapuram, IN

Senior Investment Liaison – HNWI & Private Capital Relations.We are seeking a well-connected and relationship-driven.Senior Investment Liaison – HNWI & Private Capital Relations.We are seeking a we...Show moreLast updated: 30+ days ago

Promoted

Manager- SACCR / Counterparty Credit Risk

EvalueserveThiruvananthapuram, IN

Elevate Your Impact Through Innovation and Learning.Evalueserve is a global leader in delivering innovative and sustainable solutions to a diverse range of clients, including over 30% of Fortune 50...Show moreLast updated: 2 days ago

Promoted

Commodity Dealer & Relationship Manager

ConfidentialAhmedabad, Kozhikode / Calicut, Thiruvananthapuram / Trivandrum

Coordinating with clients for their daily trades in Commodity.Help customers to Execute trade online and place orders on behalf of customers. Achieve healthy revenues without compromising on clients...Show moreLast updated: 30+ days ago

Promoted

Manager Advisory Equity & Investment Products PCG (Pvt. Client Group)

ConfidentialVadodara, Delhi NCR, Thiruvananthapuram / Trivandrum

Achieve the Business Target set for them which includes Broking Revenue , Future & Options (F&O).Cross selling third party products like Mutual Funds, PMS, AIF, Insurance, LAS, IPO and also inhouse...Show moreLast updated: 30+ days ago

Promoted

Business Development Manager-Key Relations Group

ConfidentialKollam, Chennai

A bancassurance non SBI banks professional is responsible for providing insurance services to customers.This includes consultation to understand the customers financial needs and recommend the best...Show moreLast updated: 30+ days ago

Promoted

Affiliate Manager – India Region (Domestic Campaigns)

AUKTASThiruvananthapuram, IN

Affiliate Manager – India Region.Affiliate Manager for the India region.Manage and grow relationships with affiliates, publishers, and networks in India. Launch and optimize CPI, CPR, and CPA campai...Show moreLast updated: 2 days ago

Promoted

Private Equity Associate

ASK CapitalThiruvananthapuram, IN

Real Estate Private Equity Associate .Remote (Preference for candidates based in India, Nigeria and Philippines).We are seeking a highly motivated and detail-oriented. The Associate will play a crit...Show moreLast updated: 23 hours ago

Promoted

Proposal Manager

EphicacyKollam, IN

Location : Fully Remote - India.We are seeking a detail-oriented and proactive Proposal Manager to join our fast-growing global sales team within our proposal group. In this role, you will manage the...Show moreLast updated: 11 days ago

Promoted

Manager - Investor Relations & Corporate Development

PazagoThiruvananthapuram, IN

Pazago transforms the export experience, making each export order faster, more efficient, and stress-free.With streamlined processes and complete visibility, exporters save time, cut costs, and gai...Show moreLast updated: 21 days ago

Promoted

Talent Acquisition Manager

ZentoroThiruvananthapuram, IN

For 5+ years, Zentoro has been connecting the right people to the right opportunities across IT & Non-IT sectors in India. Talent Acquisition Manager / HR Manager and Recruiters.Drive end-to-end recru...Show moreLast updated: 30+ days ago

Promoted

Relationship Managers Acquisition, Equity Broking & Investment

ConfidentialAhmedabad, Thiruvananthapuram / Trivandrum, Delhi

The candidate will be responsible for Demat & Trading account opening, with atleast Rs.Lac of Margin per account, through direct sales (face to face), cold calling, networking, your own data / source...Show moreLast updated: 30+ days ago

Promoted

Relationship Manager

ConfidentialNagercoil

We are looking for a dynamic and customer-focused Relationship Manager to join our team.The ideal candidate will be responsible for generating new business, building strong customer relationships, ...Show moreLast updated: 30+ days ago

Promoted

Senior Investment Professional

SLKKollam, IN

Job Description – Senior Investment Professional.Senior Investment Professional.Remote work based in India (Full-Time).SLK is a specialist climate change and healthcare advisory firm dedicated to a...Show moreLast updated: 7 days ago