Role & responsibilities

- Cater to investment needs of mass affluent clients by recommending products like including equity, derivatives, equity advisory products, mutual funds, Unlisted Shares, PMS and AIF.

- Achieve assigned targets for revenue, client retention, and AUM (Assets Under Management).

- Acquire new clients for equity, derivatives, commodities, and other financial products.

- Develop and maintain strong relationships with existing clients to enhance trading activity and revenue generation.

- Drive cross-selling of the companys distribution products to create additional revenue streams.

- Execute client orders in equity, derivatives, commodity, and currency markets with accuracy and speed.

- Ensure compliance with exchange regulations, SEBI norms, and internal risk management guidelines.

- Handle online and offline trading platforms, resolving any client issues related to order execution.

- Assist in onboarding current clients, explaining trading processes, and ensuring proper documentation.

- Coordinate with the back office, RMS (Risk Management System),



and compliance teams for smooth trade settlements.

- Provide timely reports and trade confirmations to clients while maintaining transparency.

- Maintain confidentiality and integrity in handling client data and financial transactions.

- Build long-term relationships based on trust, transparency and value addition.

- Work closely with research, operations, and compliance teams to deliver superior client experience.

- Maintain regular communication with clients to review portfolio performance and address concerns

Preferred candidate profile

- NISM Certification.

- Graduate/Postgraduate (Preferably in Finance, Commerce, or related field).

- 2+ Years in sales/wealth management of handling clients.

- Proficiency in trading platforms i.e. CTCL.

- Preferred industry back ground: Stock Broking, Wealth Management.

- Domain Knowledge: Sales/Wealth Management, capital markets, Investment Products.

- Goal-oriented with a focus on delivering exceptional client service.

📌 Business Development Manager (Ahmedabad)
🏢 LKP Securities
📍 Ahmedabad