Key Account Manager

4 weeks ago


ahmedabad, India Mantras2Success.com Full time
Designation: Key Account Manager- BFSI
Location: 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 customers
Generate 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 referrals
Meet with potential corporate investors regularly to convert leads
Try to ensure that the quality of accounts sourced meets the mandated threshold
Use various means, such as SMS, phone, email, in-person, etc. to convert leads
Provide customers with information and ideas on broking and investment options
Provide 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 market
Help customers see the benefits and potential profits by investing in equities
Ensure that all customer queries are addressed satisfactorily
Build and maintain cordial, long-lasting relationships with potential and existing clients
Make efforts to maintain a high level of retention of existing clients
Work continuously on building a network of clients and acquaintances
Generate new leads and achieve cross-selling targets, relating to other financial product offerings
Requirements :
Knowledge of the Indian Securities Market
Selling 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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