Regional Business Head - Banca Channel

SkillLabs; Kolkata District; Presencial; INR 1.200.000 - 2.400.000; Jornada completa

Descripción de la vacante

SkillLabs in Kolkata is seeking an experienced Senior Key Account Manager to drive revenue and manage a cluster of major clients in equity, derivatives, and currency markets. You will build strong relationships, activate dormant accounts through strategic meetings, and coordinate cross-sell of Equity Basket, SIP, Mutual Funds, Insurance, and PMS to grow revenue.

The role leads a team of Key Account Managers, analyzes market trends, and collaborates with research, operations, and compliance to

Formación

• 8-12 years of experience in providing financial services to clients in Equity, Derivatives, and Currency Markets.
• Activating clients through effective client meetings and cross-selling products to generate revenue.
• Responsibilities include acquiring new clients, retaining existing clients, and addressing their complaints and queries.

Responsabilidades

• Drive revenue and client acquisition targets for the organisation.
• Ensure efficient and reliable trade execution at the organisation.
• Manage administrative activities and ensure audit compliance.
• Lead and manage the branch team.
• Build and maintain relationships with key retail clients and provide personalized investment solutions.
• Identify new business opportunities within key accounts and cross-sell financial products.
• Serve as primary contact for key accounts and ensure high client satisfaction.
• Develop and implement strategic plans to grow business with key accounts.
• Set and achieve sales targets and monitor performance.
• Assess risks, monitor credit exposures, and ensure regulatory compliance.
• Provide market intelligence to clients and internal teams for informed decisions.
• Lead and coach a team of Key Account Managers.
• Generate and analyze reports on sales performance and client engagement.
• Collaborate with internal teams to ensure seamless coordination of key account strategies.

Conocimientos

Key Account Management

Sales

Client relationship

Cross-selling

Descripción del empleo

Roles and Responsibilities :-

• Drive achievement of revenue and client acquisition targets for an Organsisation
• Ensure efficient and reliable trade execution at the Organsisation
• Manage administrative activities, enable smooth functioning of branch operations and ensure audit compliance
• Lead and manage the branch team
• Building and maintaining relationships with key retail clients, understanding their investment needs and objectives, and providing personalized investment solutions and services to meet their requirements.
• Identifying new business opportunities within the assigned cluster of key accounts, cross-selling financial products and services offered by, and expanding the client base through proactive sales efforts.
• Serving as the primary point of contact for key accounts, managing and maintaining relationships with existing clients, addressing their queries and concerns, and providing excellent customer service to ensure client satisfaction and retention.
• Developing and implementing strategic plans and initiatives to grow the business with key accounts, aligning with the overall business objectives of the organisation, and conducting regular reviews to assess progress and make necessary adjustments.
• Setting and achieving sales targets for the assigned cluster of key accounts, monitoring sales performance, analyzing market trends, and identifying opportunities to optimize sales strategies and tactics.
• Assessing and mitigating risks associated with key account relationships, monitoring and managing credit exposures, ensuring compliance with regulatory requirements, and maintaining high standards of integrity and professionalism.
• Keeping abreast of market trends, industry developments, and competitor activities, and providing market intelligence and insights to clients and internal teams for informed decision-making.
• Leading and managing a team of Key Account Managers, providing guidance, training, and support to achieve sales targets and deliver exceptional client service.
• Generating and analyzing reports related to sales performance, client engagement, and other relevant metrics, and providing regular updates to senior management on key account activities, opportunities, and challenges.
• Collaborating with internal teams, such as research, operations, compliance, and others, to ensure seamless coordination and execution of key account strategies, and fostering a collaborative and customer‑centric approach to business operations.

Required Candidate profile :-

• 8-12 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