Key Account Manager

SkillLabs; Moga District; On-site; INR 400,000 - 600,000; Full time

Job summary

SkillLabs is seeking an experienced financial services professional in India to acquire new accounts and grow revenue through effective client meetings and cross-selling. The role involves profiling clients, performing portfolio reviews, and addressing client queries to meet investment goals.

Ideal candidates have 2-3 years in Equity, Derivatives, and Currency markets, with a proven ability to activate clients and retain them through ongoing advisory relationships.

Qualifications

• 2-3 years of experience providing financial services to clients in Equity, Derivatives, and Currency Markets.
• Role includes activating clients through meetings and cross-selling investments and insurance products.
• Responsibilities include acquiring new clients, retaining existing ones, and addressing complaints.

Responsibilities

• Acquire new accounts annually with a focus on margins and retaining clients via periodic meetings.
• Actively prospect and engage in client acquisition to grow the business.
• Build deep client relationships, understand goals, and offer suitable solutions.
• Perform regular portfolio reviews to ensure investment objectives are met.
• Cross-sell products like Equity Basket, SIP, Mutual Funds, PMS, Insurance.
• Handle client queries and complaints within turnaround time.
• Profile clients by reviewing financial needs and recommending portfolios.

Skills

Client relationship management

Financial advisory

Cross-selling

Communication

Job description

Roles And Responsibilities

• Acquire new accounts per annum with a minimum margin per account retaining the old clients by periodic meetings.
• 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, analysing information & recommending portfolios.

Required Candidate Profile

• 2-3 Years experience in providing financial services to clients in Equity, Derivatives, and Currency Markets.
• Their role includes activating clients through effective client meetings and cross-selling products such as Equity Basket, SIP, Mutual Funds, Insurance, and PMS to generate revenue.
• Responsibilities also involve acquiring new clients, retaining existing clients, and addressing their complaints and queries. Additionally, client profiling is an integral part.