Equity Manager Job Vacancies in Kolkata

Job Description1. To identify and acquire the customers2. Maintaining the relationship with the customers.3. Retention of customers4. To cross-sell the investment party products5. To ensure to reach the revenue target. Acquiring new and prospective customersUnderstanding the requirements of the prospect.Providing clients with advices that helps them to sort out their problems in investment.Ensuring future business from those prospective customers in the long run.1. Generate revenues and AUM for the company as per the expectation2. Give high priority service to the customers as per the company processes3. Advise clients on a range of products viz. Equity, Mutual Funds, PMS in stocks and securitiesbroking, derivatives, bonds and all the products promoted by the company

B2B Sales: Develop and implement strategies to drive B2B sales, targeting businesses and organizations as potential clients for our brokerage services.Franchise Acquisition: Identify, approach, and acquire Authorized Persons (APs) to expand our brokerage network, ensuring alignment with our business objectives and compliance requirements.New Brokerage Sales: Generate new brokerage sales opportunities by identifying and prospecting potential clients, showcasing our services, and closing deals to achieve revenue targets.Selling Third-Party Products: Collaborate with APs to sell third-party financial products, leveraging their networks and expertise to maximize sales and cross-selling opportunities.Sub-Broker Management: Manage and nurture relationships with existing sub-brokers, providing support, training, and guidance to enhance their performance and foster loyalty.Relationship Building: Build strong relationships with key stakeholders, including APs, sub-brokers, and B2B clients, through regular communication, networking, and providing exceptional service.Market Research: Stay updated with industry trends, market conditions, and competitor activities to identify new opportunities, adapt strategies, and maintain a competitive edge.Reporting and Analysis: Prepare regular sales reports, performance metrics, and forecasts to monitor progress, identify areas for improvement, and provide insights to senior management.Compliance and Risk Management: Ensure adherence to regulatory guidelines, company policies, and industry best practices, mitigating risks and promoting a culture of compliance within the team.Team Collaboration: Collaborate with internal teams, including marketing, operations, and product development, to align sales strategies, share market insights, and drive overall business success.12-14 years (at least last 3-4 years in people management role)Bachelor's degree in business administration, finance, or a related field. An MBA or equivalent qua

Job Openings for 05 Equity Relationship Manager Jobs with minimum 1 Year Experience in Park Street, having Educational qualification of : Diploma,Professional Degree,Other Bachelor Degree,B.C.A,B.B.A,B.Com with Good knowledge in equity relationship manager, equity, mutual fund, insurance experienced preferred. etc.

Job Description: Maintaining the relationship with the customers. To cross-sell the investment party products. Advise clients on a range of products viz. Equity, Mutual Funds, PMS in stocks and securities broking, derivatives, bonds and all the products promoted by the company. Generate revenues and AUM for the company as per the expectation.Position: Sales Manager/ Relationship manager EquityLocation: Noida, Gurgaon, KolkataExperience: 5-15 yearSalary: upto 30 lakhs per annum

Key Responsibilities.1.Profiling Clients suggesting financial products (Equity) to meet customer needs as per their risk appetite.2.Responsible for activation of trading account of clients, assisting new entrants in the equity market to understand the dynamics of market.3.Placing orders on behalf of clients based on Client s request. Update client for order and trade on recorded line after or during market hours.4.Achieving the business target assigned in terms of generating revenue, acquiring minimum 2 new accounts, enhancing upgrading the client relationship. Maintain 0% dealing error.5.Maintain daily client s activity6.Ensuring the highest level of service to the clients.7.Ensure resolution of client queries within TAT.8.Activate dormant clients.9.Ensure regular client meetings.10.Responsible for cross selling products like Mutual Fund, SIPs, IPOs, and other Sharekhan products to the existing set of customers.11.Follow guidelines of Compliance and Risk managementRequired Qualification.1.Graduate or Post Graduate or NISM Certification required2.2 to 8 years of experience in handling retail or HNI clients3.Background from broking industry possessing equity as one of their core products4.Knowledge of technical charts