Job Description

Qualifications:- Background: Bachelor degree in Marketing or Finance, MBA is a plus with minimum 2 years of experience. - Sales and Business Development: Ability to drive sales and acquire new clients/accounts, meeting or exceeding targets. - Communication Skills: Excellent verbal and written communication skills to effectively interact with clients, colleagues, and stakeholders. - Analytical Skills: Ability to analyze market trends, client data, and financial statements to make informed decisions and recommendations. - Negotiation Skills: Proficiency in negotiating terms, pricing, and agreements to ensure mutual benefit for the client and the firm.Role and Responsibilities: - Client Relationship Management: Building strong relationships with existing clients to understand their financial goals, risk tolerance, and investment preferences. - Providing personalized advice and recommendations based on their needs and market conditions. - Channel Partner Recruitment: Develop and execute recruitment strategies to attract and engage top channel partners which also includes. - Monitoring and assessing the performance of channel partners, providing support and resources to help them achieve their targets and drive mutual success. - Investment Advisory: Offering expert guidance on equity investments, including stocks, mutual funds, and other financial products. - Conducting thorough research and analysis to provide clients with informed investment recommendations aligned with their financial objectives. - Sales Strategy Development: Developing and implementing effective sales strategies to achieve revenue goals and expand the firm's client base. - This includes identifying market opportunities, creating marketing campaigns, and participating in promotional activities. - Portfolio Review and Management: Regularly reviewing client portfolios to assess performance, rebalance investments, and optimize asset allocation. - Monitoring market trends and economic developments to make timely adjustments to client portfolios. - Compliance and Risk Management: Ensuring all client interactions and investment recommendations comply with regulatory requirements and internal policies. - Educating clients about investment risks and implementing risk management strategies to protect their investments. - Market Research and Analysis: Conducting market research and staying updated on industry trends, economic indicators, and geopolitical events that may impact equity markets. - Using data-driven insights to inform investment decisions and client recommendations. - Team Collaboration: Collaborating with research analysts, portfolio managers, and other departments within the firm to leverage expertise. - Participating in team meetings and sharing insights to enhance client service and satisfaction. - Continuous Learning and Development: Keeping abreast of changes in financial markets, investment products, and regulatory requirements through ongoing training and professional development. - Continuously enhancing knowledge and skills (ref:updazz.com)

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