Relationship Manager

Designation: Key Account Manager

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 [email protected]