Strategic Business Development Specialist

5 hours ago


Delhi, Delhi, India upGrad Rekrut Full time

We are looking for a skilled Key Account Manager to join our team at upGrad Rekrut. This role is based in PAN INDIA and requires strong business development skills.

Key Responsibilities
  • Acquire new Demat and Trading accounts with a minimum margin per account.
  • Retain existing clients through regular meetings and engagement.
  • Prospect and engage in client acquisition efforts to grow the business.
  • BUILD DEEP RELATIONSHIPS WITH CLIENTS, UNDERSTAND THEIR INVESTMENT GOALS, AND OFFER SOLUTIONS THAT BEST MATCH THEIR NEEDS.
  • Perform regular portfolio reviews to ensure client investment objectives are met.
  • Create revenue and activate clients through effective advisory services.
  • Cross-sell other products like Equity Basket, SIP, Mutual fund, PMS, Bonds, and Insurance.
  • Handle client queries and complaints, resolving them within the stipulated timeframe.
  • Profile clients by conducting in-depth reviews of their financial requirements, analyzing information, and recommending portfolios.

We offer a competitive salary package, including an estimated annual salary of ₹8,00,000 - ₹12,00,000, depending on experience and performance.

Benefits include opportunities for professional growth and development, a dynamic work environment, and a chance to work with a reputable stock broking firm.



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