Anand Rathi Share and Stock Brokers Ltd
Website:
anandrathi.com
Job details:
The ideal candidate will be responsible for gaining a deep understanding of the clients' business objectives and challenges and creating strategic recommendations based off of this understanding. You will do so by building a strong relationship with our clients and analyzing our clients' data. Essentially, you will act as the main point of contact for our clients.
Roles and Responsibilities
- Prospect for new sales leads and close sales from his own relationship and data.
- Client Acquisition and Onboarding:
- Identify and acquire new 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
- 4-6 years' of client relationship experience
- Ability to manage multiple projects and clients
- Strong communication and interpersonal skills
- Knowledge of stock market and Investment products is must
Click on Apply to know more.