Key Account Manager - Broking - B2C

SkillLabs; Srinagar; On-site; INR 500,000 - 750,000; Full time

Job summary

SkillLabs is seeking a financial services professional with 2-3 years of client-facing experience in equity, derivatives, and currency markets. The role focuses on acquiring new accounts, retaining clients, and cross-selling a range of investment products.

You will build deep relationships, conduct portfolio reviews, and provide advisory that aligns with client goals. Responsibilities also include client profiling, handling inquiries, and ensuring timely resolution of complaints while growing

Qualifications

• 2-3 years of experience providing financial services to clients in equity, derivatives and currency markets.
• Activating clients through meetings and cross-selling products such as equity baskets, SIPs, mutual funds, PMS and insurance.
• Acquiring new clients, retaining existing clients, addressing complaints and profiling clients.
• Profiling clients by assessing financial needs and recommending portfolios.

Responsibilities

• Acquire new accounts per annum with a minimum margin per account while retaining old clients through periodic meetings.
• Actively prospect and engage in client acquisition efforts to grow the business.
• Build deep relationships with clients, identify investment goals, and offer suitable solutions.
• Perform regular portfolio reviews to ensure investment objectives are met.
• Create revenue and activate clients through effective advisory.
• Cross-sell other products like Equity Basket, SIP, Mutual funds, PMS, Insurance.
• Handle client queries and complaints within defined turnaround time.
• Profile clients by conducting in-depth reviews of financial requirements and recommending portfolios.

Skills

New accounts acquisition

Relationship building

Portfolio reviews

Cross-selling

Client queries handling

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.