Key Account Manager

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 clients & solving it within TAT.

Profiling clients by conducting in depth review of clients financial requirements analysing information & recommending portfolios.

We are hiring dynamic & resilient individuals for our Equity Sales Team. The individual is required to provide financial services to clients in Equity Derivatives and Currency Markets. Their role includes activating clients through effective client meetings and crossselling 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.