Job Responsibilities
Build and maintain solid relationships with clients
Guide clients through the process of buying and selling unlisted, delisted, and pre-IPO shares.
Conduct regular follow-ups with clients to ensure high satisfaction and retention.
Maintain accurate records of client interactions, transactions, and follow-ups.
Coordinate with internal teams to provide updated market information and timely support.
Resolve client queries and ensure transparent communication at all stages.
Support business development through client referrals and relationship-based networking.
Ensure compliance with company policies, regulatory guidelines, and ethical business practices.
Stay updated on market trends, unlisted share opportunities, and industry developments.
Required Skills
Robust communication and interpersonal skills.
Excellent client handling and relationship management abilities.
Good organizational and time-management skills.
Ability to build trust and maintain long-term skilled relationships.
Strong understanding of financial products and investment concepts.
Client-centric and ethical approach toward sales and advisory.
Preferred Qualifications
Bachelor’s degree in Finance, Commerce, Business, or related field.
Experience in wealth management, brokerage, financial services, or investment advisory preferred.
Knowledge of unlisted shares, pre-IPO market, and OTC transactions is an advantage.
Relevant certifications in securities or investment advisory will be an added benefit.