Key Account Manager

4 days ago


Sany, India SkillLabs Full time
Roles andResponsibilities Acquire new accounts per annum with a minimum marginper account retaining the old clients by periodicmeetings. Actively prospect and engage inclient acquisition efforts to grow the business. Build deep relationships with clients identify theirinvestment goals and offer solutions that best match theirneeds. Perform regular portfolio reviews toensure client investment objectives are met. Creation of revenue & Activation of clients througheffective Advisory. Cross selling of otherproducts like Equity Basket SIP Mutual fund PMSInsurance. Handling Queries & complainsof clients & solving it within TAT. Profiling clients by conducting in depth review of clientsfinancial requirements analysing information & recommendingportfolios. Required Candidateprofile We are hiring dynamic & resilient individuals forour Equity Sales Team. The individual is required to providefinancial services to clients in Equity Derivatives and CurrencyMarkets. Their role includes activating clients through effectiveclient meetings and crossselling products such as Equity Basket SIPMutual Funds Insurance and PMS to generate revenue.Responsibilities also involve acquiring new clients retainingexisting clients and addressing their complaints and queries.Additionally client profiling is an integralpart.
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