Key Account Manager
5 days ago
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.
- Knowledge on Equity is a must
- 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 csecrecruit@chola.murugappa.com
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