Revenue Growth:
Drive revenue growth by using research insights and opportunities through products.
Relationship Management:
Build strong trust-based relationships with clients to maximize business volume and retention.
Client Activation & Engagement:
Implement strategies to activate dormant client accounts through targeted campaigns product training digital business development events and investment ideas.
Product Training & Support:
Conduct regular training for clients on financial products and market opportunities trading tools features and trading platforms.
Sales and growth Strategy Development:
Analyzemarket trends client base and to develop tailored actionable strategies to increase client base.
Performance Monitoring:
Monitor partner performance metrics (AUM new client acquisition reactivated clients) and provide constructive feedback to boost productivity.
Desired Candidate Profile (Qualifications & Skills):
Experience:310 years of experience in equity advisory within the stockbroking industry.
Knowledge:Strong understanding of equity and mutual funds.
Certification:NISM/NCFM certifications(Mandatory).
Skills:Excellent communication negotiation and interpersonal skills; strong CRM tool familiarity.
Required Experience:
Manager
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