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Relationship Manager Sales @ LKP Securities

Home > BFSI, Investments & Trading - Other

 Relationship Manager Sales

Job Description

Role & responsibilities

  • Acquire new clients for equity, derivatives, commodities, and other financial products
  • Develop and maintain strong relationships with existing clients to enhance trading activity and revenue generation
  • Achieve assigned targets for revenue, client retention, and AUM (Assets Under Management).
  • Drive cross-selling of the companys distribution products to create additional revenue streams.
  • Assist in onboarding new clients, explaining trading processes, and ensuring proper documentation.
  • Act as a single point of contact for clients, resolving queries related to trading platforms, portfolio management, and market trends.
  • Coordinate with the dealing team to execute trades efficiently as per client requirements.
  • Ensure adherence to compliance and regulatory guidelines while handling client accounts and transactions.
  • Conduct investor awareness programs, webinars, and client engagement activities to enhance business.
  • Provide timely reports and trade confirmations to clients while maintaining transparency.
  • Maintain confidentiality and integrity in handling client data and financial transactions.
  • Build long-term relationships based on trust, transparency and value addition.
  • Work closely with research, operations, and compliance teams to deliver superior client experience.
  • Maintain regular communication with clients to review portfolio performance and address concerns

Preferred candidate profile

  • 1+ Years in sales/wealth management of handling clients.
  • Preferred industry back ground: Stock Broking, Wealth Management.
  • Domain Knowledge: Sales/Wealth Management, capital markets, Investment Products.
  • Goal-oriented with a focus on delivering exceptional client service.

Interested Candidates can share your resume on

ni******o@lk***c.com

7039754***

Job Classification

Industry: Financial Services (Broking)
Functional Area / Department: BFSI, Investments & Trading
Role Category: BFSI, Investments & Trading - Other
Role: BFSI, Investments & Trading - Other
Employement Type: Full time

Contact Details:

Company: LKP Securities
Location(s): Kolkata

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Keyskills:   Sales Client Acquisition Demat B2C Broking Equity

 Fraud Alert to job seekers!

₹ -8 Lacs P.A

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LKP Securities

Since 1948, LKP Securities has been a trusted fintech partner, with a presence in over 200 Indian cities and listed on the BSE since 2016. We offer diverse financial services, including equity, derivatives, and mutual funds, prioritizing consumer interests. Our vision is to be a leading wealth cre...