Roles and Responsibilities

- Prospect for new sales leads and close sales from his own relationship and data.

- Client Acquisition and Onboarding:

- Identify and acquire recent clients for investment services.

- Facilitate the onboarding and KYC process for new clients.

- Client Relationship Management:

- Develop and maintain strong relationships with retail & HNI clients.

- Understand clients' financial goals, risk tolerance, and investment needs to provide tailored equity market solutions or trends.

- Equity Market Advisory and Execution: Provide clients with expert advice on equity investments, market opportunities, and trading strategies.

- 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, valued-added schemes and third party product sales.

Qualifications

- 2-7 years' of client relationship experience

- Ability to manage multiple projects and clients

- Strong communication and interpersonal skill

- Knowledge of stock market and Investment products is must

Pay: ₹450,000.00 - ₹1,200,000.00 per year

Benefits

- Cell phone reimbursement

- Flexible schedule

- Health insurance

- Life insurance

- Provident Fund

Work Location: In person

📌 Relationship Manager (Pune)
🏢 Anand Rathi shares And Stock Brokers
📍 Pune