Relationship Manager - Equity Sales

Job Summary:

We are looking for a dynamic and target-oriented Relationship Manager - Equity Sales to acquire new clients, manage existing relationships, and drive revenue through equity investment and trading products. The ideal candidate should have strong communication and sales skills, a good understanding of the stock market, and the ability to build long-term client relationships.

Key Responsibilities:

- Acquire new clients through direct sales, references, networking, and market outreach.

- Promote and sell equity trading and investment products and services.

- Generate brokerage and other revenue through increased client activity and product penetration.

- Provide clients with relevant market updates, research insights, and investment ideas in line with company policies and applicable regulations.

- Encourage clients to actively use trading and investment platforms.

- Conduct regular follow-ups with clients to identify investment opportunities and increase engagement.

- Cross-sell related financial products and services where appropriate.

- Achieve monthly and quarterly sales, revenue, and client-acquisition targets.

- Maintain accurate records of client interactions, leads, and sales activities in the CRM.