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Relationship Manager Acquisition / Equity Broking / Investment Products

Relationship Manager Acquisition / Equity Broking / Investment Products

ConfidentialThiruvananthapuram / Trivandrum, Delhi, Bengaluru / Bangalore
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

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

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