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Client Acquisition & Relationship Management

Client Acquisition & Relationship Management

Comfort Commotrade

3 - 8 years

2 - 4 Lacs

Indore Nagpur Pune Jaipur

Posted:1 week ago| Platform:

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Skills Required

Relationship management Cold calling Trade Manager Client Servicing Interpersonal skills equity derivatives Senior management Compliance Client acquisition Risk management

Work Mode

Work from Office

Job Type

Full Time

Job Description

3+ years in equity dealing and client servicing.

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Experience

3+ years in equity dealing and client servicing.

CTC Offered

Depending on the interview and Experience

Job Summary:

To manage client relationships, execute trades on behalf of clients and provide investment advisory in line with regulatory compliance. The role involves a mix of relationship management, client acquisition and trade execution.

Key Responsibilities:

Client Acquisition & Relationship Management

Acquire new clients through referrals, walk-ins, leads, and cold calling.
Maintain and strengthen existing client relationships to drive client engagement.
Regularly update clients on market trends, portfolio performance and investment opportunities.

Trading & Execution

Execute buy/sell orders for equity, derivatives and other permitted financial instruments on behalf of clients.
Monitor and manage client positions, margins and limits.

Advisory & Product Knowledge

Provide investment advice based on research and client risk profiles.
Promote and cross-sell broking products, mutual funds, IPOs, margin trade funding and Loan against Shares and other investment products.

Compliance & Risk Management

Ensure all transactions are carried out as per SEBI and exchange regulations.
Maintain proper documentation and adhere to internal processes and compliance standards.

Reporting & MIS

Maintain client data, trade records, and daily/weekly MIS reports.
Update senior management on client feedback and market insights.

Requirements:

Graduate (preferably in Commerce/Finance). NISM Series VIII (Equity Derivatives) certification mandatory.
Strong communication and interpersonal skills
In-depth understanding of capital markets and trading platforms
Ability to handle pressure and meet revenue targets

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