Account Relationship Manager

Sharekhan; Ahmedabad District; On-site; INR 350,000 - 550,000; Full time

Job summary

Sharekhan is seeking a dynamic sales professional in Ahmedabad for customer acquisition, revenue generation, and cross-selling of investment products. The role emphasizes building strong client relationships, understanding financial markets, and meeting targets within the broking domain.

Candidate should have experience in broking, excellent communication, negotiation and presentation skills, and a proactive sales-driven mindset to drive growth and client satisfaction.

Qualifications

• Experience in Broking industry.
• Strong relationship management and client servicing skills.
• Excellent communication, negotiation and presentation skills.
• Sales driven mindset with ability to achieve and exceed targets.
• Ability to understand financial markets, investment product and client portfolio.

Responsibilities

• Acquiring customers as per business plan.
• Revenue Generation as per assigned Targets.
• Acquire and upgrade knowledge on filling up KYC/new products/processes.
• Update status of leads on Lead management system regularly.
• Conduct sales promotion activities regularly.
• Activation of clients and cross sell (MF SIP).
• Seek references from customers/prospects.

Skills

Relationship management

Client servicing

Communication

Negotiation

Presentation

Sales mindset

Target achievement

Investment knowledge

Job description

Role & responsibilities

• Acquiring customers as per business plan
• Revenue Generation as per assigned Targets
• Acquire and upgrade knowledge on filling up KYC/new products/processes
• Update status of leads on Lead management system regularly
• Conduct sales promotion activities regularly
• Activation of clients and cross sell (MF SIP)
• Seek references from customers/prospects

Preferred candidate profile

• Experience in Broking industry
• Strong relationship management and client servicing skills.
• Excellent communication, negotiation and presentation skills.
• Sales driven mindset with ability to achieve and exceed targets
• Ability to understand financial markets, investment product and client portfolio.