Key Account Manager

1 week ago


Delhi, Delhi, India Mantras2Success Full time

Designation:
Key Account Manager- BFSILocation: Ahmedabad, Rajkot, Vadodara/Baroda
Experience Range: 1+ years

Salary Range:

  • Upto 6 LPA

Job Profile:

The incumbent must be presentable and have knowledge and exposure to financial markets and products, as well as be up-to-date on developments, market news, financial trends, and current affairs.


List of Products:
Broking, AUM-based products, PMS, AIF, Bonds, Unlisted, Insurance

Achieve customer acquisition targets for Retail customersGenerate new leads through interactions with referrals, personal contacts, etc.
Analyse potential leads, such as customers holding demat accounts with the company.

Undertake visits to customers once markets close to solicit referralsMeet with potential corporate investors regularly to convert leadsTry to ensure that the quality of accounts sourced meets the mandated thresholdUse various means, such as SMS, phone, email, in-person, etc.

to convert leadsProvide customers with information and ideas on broking and investment optionsProvide customers with information on the process of opening a demat account, the advantages, etc.

Achieve cross-selling targets

Educate and persuade customers to trade in the stock marketHelp customers see the benefits and potential profits by investing in equitiesEnsure that all customer queries are addressed satisfactorilyBuild and maintain cordial, long-lasting relationships with potential and existing clientsMake efforts to maintain a high level of retention of existing clientsWork continuously on building a network of clients and acquaintancesGenerate new leads and achieve cross-selling targets, relating to other financial product offerings

Requirements:
Knowledge of the Indian Securities MarketSelling Skills / Commercial Effectiveness

Benefits -Mediclaim (Group Policy)

Company Profile:

The company is a leading broking & distribution company that has been offering investment solutions to individual clients and equity advisory services to institutional investors for nearly 29 years.

The company is a proud member of both the Bombay Stock Exchange Limited and the National Stock Exchange of India Limited.

Since its establishment in 1994, it has been committed to providing high-quality investment services that are designed to meet the unique needs of its clients.


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