About the role
About the role This role is responsible for acquiring new clients, offering broking and investment services, and ensuring the growth of the company's client base. This role focuses on building relationships, providing expert financial advice, and achieving acquisition and revenue targets. The ideal candidate should possess strong financial market knowledge, excellent interpersonal skills, and a proven track record in client acquisition.
Key Responsibilities:
Client Acquisition and On-boarding: Identify, prospect, and on-board new clients through networking, referrals, and market research. Conduct meetings with potential clients to understand their financial objectives and introduce suitable financial products. Ensure a seamless on-boarding process for new clients, including KYC compliance and account activation.
Sales and Revenue Generation: Achieve quarterly targets for client acquisition and revenue generation. Cross-sell and upsell financial products such as equity, derivatives, mutual funds, fixed-income products, and insurance. Actively promote brokerage services to increase trading volumes and client participation
Relationship Management: Build and maintain long-term relationships with new and existing clients by offering personalized financial solutions. Regularly communicate with clients to provide updates on market trends, investment strategies, and portfolio performance. Resolve client queries and ensure satisfaction with the company’s services
Qualifications: Education: Post-graduation in finance/marketing field. Certifications such as NISM (Equity Derivatives, Mutual Funds), AMFI, or equivalent are preferred.
Experience: 2-5 years of experience in client acquisition, sales, or business development in the financial services or broking industry. Proven track record of meeting or exceeding sales and acquisition targets.
Skills and Competencies: Strong knowledge of financial markets, trading platforms, and broking products. Excellent communication, negotiation, and interpersonal skills. Goal-oriented, self-motivated, and ability to work under pressure in a target-driven environment