Roles And Responsibilities

- 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 client's & solving it within TAT.
- Profiling clients by conducting in depth review of client's financial requirements,



analysing information & recommending portfolios.

Required Candidate Profile

- 2-3 Years experience in providing financial services to clients in Equity, Derivatives, and Currency Markets.
- Their role includes activating clients through effective client meetings and cross-selling products such as Equity Basket, SIP, Mutual Funds, Insurance, and PMS to generate revenue.
- Responsibilities also involve acquiring current clients, retaining existing clients, and addressing their complaints and queries. Additionally, client profiling is an integral part.

📌 Key Account Manager (Moga)
🏢 SkillLabs
📍 Moga