Relationship Manager (SBO-DM) at Proten

Job Responsibilities

• Identify and pursue new opportunities for revenue generation in the equity market.
• Build and maintain strategic relationships with institutional and retail clients.
• Develop and implement effective sales strategies based on market analysis.
• Provide expert advice on equity investment opportunities, market conditions, and risk management.
• Provide regular updates to clients regarding the status of their investment portfolios.
• Inform clients of new investment opportunities within the stock market
• Collaborate with research teams to provide valuable insights to clients.
• Ensure high levels of client satisfaction through excellent service delivery.
• Stay abreast of market trends, economic indicators, and competitor activities.

Qualifications

Requirements and Skills

• Bachelor’s degree in finance, Business Administration, or a related field.
• Professional certifications (e.g., CIS, CFA) are desirable.
• Proven work experience in client relationship and sales manager within 

Retail Sales

• Private Banking 
• In-depth knowledge of equity markets, financial instruments, and investment strategies.
• Strong leadership, negotiation, and communication skills.
• Currently a SBO - DM