Key Account Manager - Broking - B2C

SkillLabs; Ludhiana; Presencial; INR 400 000 - 600 000; Tempo integral

Resumo da oferta

SkillLabs in Ludhiana, Punjab invites an energetic financial services professional to join as a relationship and advisory specialist. You will acquire new clients, activate accounts through meetings, and cross-sell products like Equity, SIP, Mutual Funds, PMS, and Insurance while building lasting relationships.

You will conduct regular portfolio reviews, understand client goals, and address queries promptly to maintain high satisfaction and revenue growth.

Qualificações

• 2-3 years of experience in providing financial services to clients in Equity, Derivatives, and Currency Markets.
• Active client meetings to activate and grow accounts, with cross-selling to generate revenue.
• Profiling clients, understanding goals, and offering suitable portfolios.

Responsabilidades

• Acquire new accounts per annum with minimum margin and retain old clients through periodic meetings.
• Actively prospect and engage in client acquisition to grow the business.
• Build deep client relationships, identify investment goals, and recommend suitable solutions.
• Perform regular portfolio reviews to ensure investment objectives are met.
• Create revenue and activate clients through effective advisory.
• Cross-sell products like Equity Basket, SIP, Mutual Funds, PMS, Insurance.
• Handle client queries and complaints and resolve within TAT.
• Profile clients by reviewing financial requirements and recommending portfolios.

Conhecimentos

Client Acquisition

Relationship Building

Cross Selling

Advisory

Descrição da oferta de emprego

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.