10 Nov
|
kunvarji
|
Ahmedabad
10 Nov
kunvarji
Ahmedabad
Relationship Managers Equity, Commodity & Wealth
- Organization: Kunvarji Finstock Private Limited (KFPL) | Kunvarji Wealth Solutions
- Location: Mumbai / Ahmedabad
- Experience: Min 5-7 years & Up to 12-15 years
- Role: Individual Contributor / Team Leader
- Business: Equity, Commodity, Insurance, Third Party AUM based product distribution
About the Role
- We are looking for hands-on Relationship Managers who can build a client base, generate revenue and take ownership of their business.
- The role is open to professionals who can bring business directly through clients or through referral partners, business associates and B2B relationships.
- We value practical market knowledge, common sense and the ability to build sustainable business over designations or large-team experience.
Key Responsibilities
- Acquire new clients and build a revenue generating book of business from scratch.
- Develop business through direct client acquisition, referrals, B2B relationships and partner networks.
- Generate revenue across equities, derivatives, commodities and wealth products based on client requirements.
- Build long-term client relationships through regular engagement, service and follow-ups.
- Reactivate dormant clients and increase business from existing relationships.
- Understand client requirements and coordinate with research,
dealing and product teams for suitable solutions.
- Take ownership of client activity, revenue, service issues and relationship continuity.
- For team leaders: Build and guide a small team while remaining directly accountable for business generation.
What We Are Looking For
- Up to 12 years of experience in stockbroking, commodity broking, wealth distribution or related financial services.
- Existing client relationships, referral networks or a demonstrated ability to build business independently.
- Expert knowledge of equity, F&O;, commodities and investment products relevant to the role.
- Very strong client handling skills, commercial sense and a practical approach to business development.
- Self - driven professionals comfortable with client acquisition, revenue targets and regular follow-ups.
- A strong sense of client ownership, reliability and accountability.
What Will Not Work
- Profiles dependent on company provided leads and/or focused only on servicing existing clients without recent business development.
- Purely supervisory profiles without hands-on client or revenue responsibility.
What Matters to Us Client acquisition. Revenue generation. Relationship ownership. Consistent performance.
📌 Senior Relationship Manager (Ahmedabad)
🏢 kunvarji
📍 Ahmedabad