Equity Relationship Manager

JK Securities Pvt. Ltd. · Surat

Pay₹20,000–25,000a month, as listed

WhereSuratGujarat

TypeFull time

Posted13 Oct15 days ago, via SimplyHired

Kaam checked

No fee, deposit or pay-to-apply signs

Good spoken and written English expected

Day work

No vehicle or licence needed

Skills they list55 named

Sales persuasionBusiness development managementCustomer records maintenanceLead generation from existing customersRecord-keepingCustomer communicationPGDMSales experience within finance sectorPost Graduate Diploma in Management – FinanceCustomer relationship buildingProduct recommendationCustomer retentionClient detail updatesOperations coordinationMaster of Business Administration – MarketingClient enquiry handlingPost Graduate Diploma in Management – MarketingClient record-keeping practicesMaster of Business Administration – FinanceCross-departmental liaisonClient relationship developmentClient data maintenance in CRMClient needs assessmentLead conversionCollaboration with business operationsFinanceBusiness developmentLead nurturingSales growth strategyClient servicesProspectingClient negotiationBusiness development in financeFinancial regulatory complianceCRM system proficiencyClient communication skillsInsurance salesSuggestive sellingAccount managementMBAClient educationSEBI compliance guidelinesCommunication skillsBusiness lead generationSales follow-upClient liaisonTeam coordinationAdd-on salesConsultative sellingRegulatory compliance managementCustomer acquisitionFinancial markets knowledgeClosing dealsClient interaction via phone callsCustomer data entry

About this job

Equity Relationship Manager

Company: JK Securities Pvt. Ltd.
Experience: 2–3 Years
Qualification: MBA/PGDBA (Marketing/Finance preferred)
Certification: NISM Series VIII Certified (Mandatory)

JK Securities Pvt. Ltd. is looking for a dynamic and result-oriented Equity Relationship Manager to join our growing team. The ideal candidate will be responsible for acquiring new clients, generating brokerage revenue, managing client relationships, and delivering exceptional service while driving business growth.

Key Responsibilities

Acquire new Trading & Demat account clients through effective business development strategies.

Build and maintain strong relationships with new and existing clients.

Generate brokerage revenue by increasing client trading activity.

Understand clients' investment objectives and provide suitable market-related guidance.

Share market updates, research insights, stock recommendations, and trading opportunities.

Cross-sell Mutual Funds, Insurance, PMS, and other investment products.

Convert leads into active clients through regular follow-ups.

Coordinate with Research, RMS, Operations, and Back Office teams for seamless client servicing.

Monitor client portfolios and identify opportunities to increase business.

Resolve client queries promptly and ensure high customer satisfaction.

Maintain regular client engagement through calls, meetings, and digital platforms.

Ensure compliance with SEBI regulations and company policies.

Maintain accurate client records and update CRM regularly.

Requirements

2–3 years of experience in a Stock Broking or Capital Markets company.

MBA/PGDBA in Marketing or Finance preferred.

NISM Series VIII Certification is mandatory.

Strong sales, communication, negotiation, and relationship management skills.

Good knowledge of equity markets, trading platforms, and investment products.

Target-oriented with a passion for business development and client servicing.

Pay: ₹20,000.00 - ₹25,000.00 per month

Benefits

Provident Fund

Work Location: In person

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