▷ Only 24h Left: Relationship Manager
1 month ago
Vertical: Retail Sales
Location: Chennai/Bangalore/Hyderabad/ Kolkata/Mumbai/Delhi/ Gujarat/Pune/Vizag/ Hubli/ Coimbatore
As a Key Account Manager for the Retail Sales vertical, you will be responsible for acquiring new accounts and retain the old clients.
Responsibilities:
- Acquire new accounts per annum with a minimum margin per account.- Retaining the old clients by meeting them periodically.- Actively prospect and engage in client acquisition efforts to grow the business.- 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, analyzing information & recommending portfolios.
Qualification & Experience:
- Graduate/Post Graduate degree in Business Administration, Finance or Related Field.- NISM/NCFM Certification as applicable.- Minimum 1 year of client acquisition experience in financial services, preferably with a stock broking firm or bank.- Proven track record of meeting or exceeding client acquisition targets.- Strong understanding of Retail Sales strategies and financial products.- Excellent communication and interpersonal skills for building client relationships.- Proficiency in Market Research and Analysis to identify potential clients and opportunities.- Result-driven mindset with a focus on achieving sales targets and objectives.
If your profile matches the above requirement, please share your updated CV to
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