Key Responsibilities

- Client Acquisition and Onboarding:

- Identify and acquire recent clients for equity trading and investment services.

- Build a strong network to generate leads and convert prospects into clients.

- Facilitate the onboarding process for new clients, ensuring all documentation and KYC compliance are completed efficiently.

2.

Client Relationship

Management

- Develop and maintain strong relationships with retail and high-net-worth individuals (HNIs). o Understand clients' financial goals, risk tolerance, and investment needs to provide tailored equity market solutions.

- Regularly engage with clients to review their portfolios and suggest adjustments based on market trends.

3.

Equity Market

Advisory and Execution

- Provide clients with expert advice on equity investments,



market opportunities, and trading strategies.

- Ensure timely execution of buy/sell orders and provide updates on market conditions.

- Suggest additional financial products such as mutual funds, bonds, and derivatives to diversify client portfolios.

4.

Revenue

Generation

- Achieve individual revenue targets through equity broking revenue, Value added schemes and third party product sales.

- Identify cross-selling and up-selling opportunities for other financial products and services. o Monitor and ensure high client activity levels to meet brokerage revenue goals

📌 Relationship Manager (Indore)
🏢 ANANDRATHI
📍 Indore