Job Description:

The incumbent must be presentable and have knowledge and exposure to financial markets and products, as well as be up-to-date on developments, market news, financial trends, and current affairs.

List of Products : Broking, AUM based products, PMS, AIF, Bonds, Unlisted, Insurance

1. Achieve customer acquisition targets for Retail customers

- Generate new leads through interactions with referrals, personal contacts, etc.
- Analyse potential leads such as customers holding demat account with the company.
- Undertake visits to customers once markets close to solicit referrals
- Meet with potential corporate investors regularly to convert leads
- Try and ensure that the quality of accounts sourced meets the mandated threshold
- Use various means such as sms, phone, email, in person, etc. to convert leads
- Provide customers with information and ideas on broking and investment options
- Provide customers with information on the process of opening a demat account, the advantages, etc.




- Educate and persuade customers to trade in the stock market
- Help customers see the advantages and potential profits by investing in equities
- Ensure that all customer queries are addressed satisfactorily
- Build and maintain cordial, long-lasting relationships with potential and existing clients
- Take efforts to maintain a high level of retention of existing clients
- Work continuously on building a network of clients and acquaintances

2. Achieve cross selling targets

Generate new leads and achieve cross selling targets, relating to other financial product offerings

Requirements:

- Knowledge of Indian Securities Market
- Selling Skills / Commercial Effectiveness
- Customer Obsession
- Networking
- Change Resilience
- Operational Expertise
- Graduate, MBA or equivalent. Only from Banking, Broking, AMC, Wealth.

Benefits- Mediclaim (Group Policy)

📌 Key Account Manager (Ahmedabad)
🏢 Mantras2Success
📍 Ahmedabad