Rahul Parmar

About Rahul Parmar

Assistant Manager at Yes Securities | More than 4 years of Experience in Sales | Ex Bajaj…

Experience

1. Assistant Manager

   YES SECURITIES

   Jul 2025 — Present · Pratapgarh, IN

   Responsibilities at YES Securities1. Client AcquisitionIdentify and acquire new clients for equity, mutual funds, and other financial products.Target high-net-worth individuals (HNIs), retail investors, and/or corporate clients.Conduct cold calls, networking, and field visits to generate leads and convert them into customers.2. Relationship ManagementMaintain strong relationships with acquired clients to ensure long-term engagement.Provide personalized investment advice and cross-sell financial products based on client needs.3. Revenue GenerationMeet monthly/quarterly targets for revenue and client acquisition.Focus on increasing brokerage income and wallet share from clients.4. Product Knowledge and AdvisoryMaintain up-to-date knowledge of financial markets and YES Securities\' product offerings.Recommend appropriate products (equities, bonds, derivatives, mutual funds, IPOs, etc.) to clients.5. Compliance and DocumentationEnsure client KYC (Know Your Customer) and regulatory documentation is complete and compliant.Adhere to all SEBI, NSE/BSE, and internal compliance policies.6. Market IntelligenceMonitor competitor activities and market trends to identify business opportunities.Provide feedback to product and marketing teams for new offerings or improvements.7. Team CollaborationWork closely with internal departments like research, operations, and customer service.Coordinate with the branch or regional teams for joint sales efforts.