Responsibilities

- Leading and managing a team of Key Account Managers (KAMs) / Broking RMs, providing guidance, training, and support, to achieve sales targets and deliver exceptional client service.

- Building and maintaining relationships with the clients, understanding their investment needs and objectives, and providing personalized investment solutions to meet their requirements.

- Identifying current business opportunities within the assigned cluster of key accounts, cross-selling financial products like Mutual Funds, PMS, AIF, Structured Products and expanding the client base through proactive sales efforts.

- Setting and achieving sales targets for the assigned cluster of key accounts, monitoring sales performance, analyzing market trends,



and identifying opportunities to optimize sales strategies and tactics.

- Keeping abreast of market trends, industry developments, and competitor activities, and providing market intelligence and insights to clients and internal teams for informed decision-making.

- Generating and analyzing reports related to sales performance, client engagement, and other relevant metrics, and providing regular updates to senior management on key account activities, opportunities, and challenges.

Location - Mumbai, Ahemdabad, Surat, Chennai, Bangalore, Hyderabad, Delhi, Kolkata, Pune, Jaipur, Indore, Kochi, Trivendrum

📌 Cluster Manager - Equity Broking & Investment Products (Mumbai)
🏢 Quick Turtle
📍 Mumbai