Walk-in | Account Relationship Manager

Sharekhan Limited; Navi Mumbai; On-site; INR 300,000 - 520,000; Full time

Job summary

Sharekhan Limited in Navi Mumbai seeks a proactive sales professional to acquire customers and drive revenue within the broking business. You will upgrade knowledge on KYC procedures, promote products, and manage leads in a CRM. The role emphasizes relationship building, client servicing, and cross-selling MF SIP to meet or exceed targets.

The candidate should understand financial markets and investment products, with strong communication and negotiation skills for effective client engagement.

Qualifications

• Experience in Broking industry.
• Strong relationship management and client servicing skills.
• Excellent communication, negotiation and presentation skills.
• Sales driven mindset with ability to achieve and exceed targets.
• Ability to understand financial markets, investment product and client portfolio.

Responsibilities

• Acquiring customers as per business plan
• Revenue Generation as per assigned Targets
• Acquire and upgrade knowledge on filling up KYC/new products/processes
• Update status of leads on Lead management system regularly
• Conduct sales promotion activities regularly
• Activation of clients and cross sell (MF SIP)
• Seek references from customers/prospects

Skills

Relationship management

Client servicing

Communication

Negotiation

Presentation

Sales mindset

Targets achievement

Understanding financial markets

Job description

Role & responsibilities

• Acquiring customers as per business plan
• Revenue Generation as per assigned Targets
• Acquire and upgrade knowledge on filling up KYC/new products/processes
• Update status of leads on Lead management system regularly
• Conduct sales promotion activities regularly
• Activation of clients and cross sell (MF SIP)
• Seek references from customers/prospects

Preferred candidate profile

• Experience in Broking industry
• Strong relationship management and client servicing skills.
• Excellent communication, negotiation and presentation skills.
• Sales driven mindset with ability to achieve and exceed targets
• Ability to understand financial markets, investment product and client portfolio