Key Account Manager

2 weeks ago


Aurangabad, India upGrad Rekrut Full time

Responsibilities :


  • Acquire new accounts per annum with a minimum margin per account retaining the old clients by periodic meetings.
  • Build deep relationships with clients, identify their investment goals, and offer solutions that best match their needs.
  • Perform regular portfolio reviews to ensure client investment objectives are met.
  • Creation of revenue & Activation of clients through effective Advisory.
  • Cross selling of other products like Equity Basket, SIP, Mutual fund, PMS, Insurance.
  • Handling Queries & complains of client's & solving it within TAT.
  • Profiling clients by conducting in depth review of client's financial
  • requirements, analysing information & recommending portfolios.


Open Location


Chennai, Mumbai, Pune, Bangalore, Hyderabad, Coimbatore, Vizag, Agra, Lucknow, Jaipur, Chandigarh, Kolkata, Jharkhand, Bihar, Chhattisgarh, Delhi, Gujarat


Criteria:


  1. Candidate must have Min 6 months to 1 year of experience in Retails sales either from Stockbroking , Banking industry, securities, Mutual fund industry
  2. Graduate/Post Graduate
  3. Minimum 1 Year exp in client acquisition with a stock broking firm or bank


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