Key Account Manager - Broking - B2C

SkillLabs; Moga District; On-site; INR 600,000 - 900,000; Full time

Job summary

SkillLabs in India is seeking a financial services professional to manage client portfolios and drive revenue through advisory and cross-selling. The role focuses on acquiring new clients, engaging existing ones, and delivering tailored investment solutions.

You will conduct periodic meetings, perform portfolio reviews, and address client queries within standard turnaround times, profiling needs to offer suitable equity, derivatives, and currency strategies.

Qualifications

• 2-3 years experience in providing financial services to clients in Equity, Derivatives, and Currency Markets.
• Activating clients through effective meetings and cross-selling products such as Equity Basket, SIP, Mutual Funds, Insurance, and PMS to generate revenue.
• Responsibilities include acquiring new clients, retaining existing clients, and addressing their complaints and queries; client profiling is integral.

Responsibilities

• Acquire new accounts per annum with 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 matching solutions.
• 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 clients & solving it within TAT.
• Profiling clients by conducting in depth review of client's financial requirements, analysing information & recommending portfolios.

Skills

Client acquisition

Relationship management

Financial advisory

Portfolio reviews

Cross-selling

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.