Equity Relationship Manager - Banking

- Reactivation of clients & acquisition of new clients - open market acquisition, cold calling, through referrals

- Trade on behalf of clients

- Develop and maintain a long-term relationship with customers

- Responsible for reactivation of dormant clients.

- Ensure growth in clientele by converting leads

- Acquisition of De-mat / Trading account from open market and leads (Offline & Online)

- Conduct lead generation activities for sales penetration

- Meeting & pitching customers

- Generate Equity Business and maintain strong client relationships.

- To ensure adherence to surveillance, risk & deal desk processes

- Manage and monitor client portfolios, ensuring they align with investment objectives and risk tolerance.

- Conduct in-depth research on equity markets, industries, and companies.

- Select and recommend suitable equity investments, considering factors such as valuation, growth potential, and risk.

- Provide exceptional client service, addressing inquiries and concerns promptly and effectively.

- Keep clients informed about market conditions, investment performance, and relevant industry news.

- Build trust and loyalty with clients through consistent communication and personalized attention