Account Relationship Manager

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

Job summary

Sharekhan in Bengaluru seeks a proactive sales professional to acquire customers and drive revenue through financial products. You will grow client relationships, promote KYC processes, and actively manage leads to achieve targets.

The role focuses on upselling mutual funds and SIPs, maintaining strong client servicing, and expanding the client base within the broking domain. Join a dynamic sales team in an active market.

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 orientation

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.

Interested candidates can share resumes on [e-mail] or Whatsapp-7338112258