Walk-in | Account Relationship Manager / New Client Acquisition

Sharekhan Limited; Bengaluru; On-site; INR 300,000 - 420,000; Full time

Job summary

Sharekhan Limited is seeking a sales-focused professional in Bengaluru to acquire customers and drive revenue as per targets. The role includes enhancing knowledge on KYC, new products and processes, and updating leads in the management system.

Regular sales promotions and cross-selling across mutual funds and SIPs are expected. The candidate should possess strong relationship management and client servicing skills, with excellent communication and negotiation abilities to meet and exceed

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

Broking industry experience

Relationship management

Communication skills

Negotiation skills

Sales target achievement

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.