Senior Client Relationship Manager

2 days ago

Delhi Bengaluru Bangalore Thiruvananthapuram Trivandrum, India beBeeInvestment Full time ₹ 6,00,000 - ₹ 12,00,000
  • Key responsibilities include managing client relationships, opening Demat & Trading accounts with a minimum margin of Rs.1 Lac per account through direct sales and other channels.
  • Build strong connections with key clients, understand their investment needs and provide tailored solutions.
  • Identify business opportunities within assigned clusters of key accounts and expand financial product offerings such as Mutual Funds, PMS, AIF, Structured Products, and Insurances.
  • Serve as primary contact for key accounts, address queries, and ensure excellent customer service to maintain client retention.
  • Develop and implement strategic plans to drive business growth with key accounts.
  • Set and achieve sales targets, analyze market trends, and optimize sales strategies to capitalize on opportunities.
  • Stay up-to-date on industry developments, competitor activities, and market trends, providing valuable insights to inform decision-making.
  • Required Skills: Acquisition of Demat & Trading Accounts, Investment Product Knowledge, Equity Sales, Stock Broking, and Trading Account Management.

Benefits: Opportunity to grow professionally in a dynamic environment, develop skills in relationship management, sales, and financial services, and contribute to the success of our organization.

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