Job Summary

Experience: 4 to 6 years in equity broking industry.

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 recent 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.

Key Skills
- Key Account Management
- Client Relationship Management
- Team Leadership
- Cross-Selling Financial Products
- Mutual Funds
- PMS
- AIF
- Structured Products
- Market Intelligence

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