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
Achieve customer acquisition targets for Retail customers
Generate current 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
Achieve cross selling targets

Generate recent 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 (India)
🏢 Mantras2Success
📍 India