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.
Client Relationship

Management
Develop and maintain solid 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.
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.
Revenue

Generation
Achieve individual revenue targets through equity broking revenue, Value added schemes and third party product sales.
Identify cross-selling and up-selling prospects for other financial products and services. o Monitor and ensure high client activity levels to meet brokerage revenue goals

📌 Relationship Manager Indore
🏢 ANANDRATHI
📍 Indore