About the opportunity
Job Overview
Drive revenue growth by sourcing and onboarding clients for banks’ equity products, managing distribution channels, and building strategic relationships to increase equity sales and market share. Job Description
> Source new DMAT accounts and equity product clients through bank branch channels.
> Build and maintain strong relationships with bank RMs and branch managers.
> Generate leads, conduct client meetings, and convert prospects into active investors.
> Achieve monthly and quarterly targets for account opening and equity sales.
> Ensure compliance, proper documentation, and smooth onboarding of clients. Ideal candidate is a results-driven professional with 3–8 years of experience in equity and wealth product sales, skilled in sourcing clients through bank channels and building strong relationships with relationship managers.Proactive, target-oriented, and well-versed in DMAT account acquisition, equity distribution, and compliance processes.