24 Sep
|
PROFITMART
|
Kolkata Metropolitan Area
24 Sep
PROFITMART
Kolkata Metropolitan Area
Company Description PROFITMART Securities Pvt. Ltd. is an emerging stock broking house in India, registered with SEBI (Regd No.: INZ000093633). The company offers diversified investment options including equities, derivatives, currency, commodities, IPOs, and mutual funds.
PROFITMART focuses on providing expert market knowledge, efficient trading software, and effective investing tools to help clients grow their wealth. Headquartered in Pune, Maharashtra, the organization aims to deliver reliable, client-centric financial services in a dynamic and competitive market.
Role Description This is a full-time, on-site role for a Relationship Manager or Senior Manager, Team Leader based in Kolkata. The role involves managing and expanding a portfolio of retail and HNI clients, understanding their financial goals, and recommending suitable investment products across equities, derivatives, commodities, and mutual funds.
The team leader will be responsible for guiding and mentoring a sales team, setting targets, and monitoring performance to ensure business growth. Day-to-day activities include client acquisition, regular follow-ups, resolving queries, coordinating with internal departments for seamless trade execution, and maintaining compliance with regulatory and company policies.
The role also includes preparing periodic reports on client engagement, revenue generation, and market opportunities.
Qualifications
- Strong client relationship management and customer service skills, with the ability to understand and address diverse investor needs.
- Experience in sales, business development, or account management within broking, financial services, or related sectors.
- Solid knowledge of capital markets and investment products such as equities, derivatives, commodities, currency, IPOs, and mutual funds.
- Team leadership capabilities, including goal setting, performance monitoring, coaching, and motivating team members.
- Effective communication and negotiation skills, with proficiency in presenting financial concepts in clear, straightforward terms.
- Comfort with trading platforms, CRM tools, and basic MS Office applications; ability to learn new financial software quickly.
- Bachelor’s degree in finance, commerce, business, economics, or a related field; relevant certifications (e.g., NISM) are an advantage.
- Demonstrated ability to work in a target-driven environment while maintaining ethical standards and regulatory compliance.
📌 Relationship Manager Or Senior Manager, Team Leader (Kolkata Metropolitan Area)
🏢 PROFITMART
📍 Kolkata Metropolitan Area