Job Summary

Exp - 2 year to 3 years in a Equity / Stock Broking Firm

Responsibilities

- The candidate will carry a target of Acquisition of Demat & Trading accounts, with at least Lac of Margin per account, through direct sales (face to face), cold calling, networking, your own data/sources, and references.
- Building and maintaining relationships with clients, understanding their investment needs, and providing personalized investment solutions.
- Identifying current business opportunities within the assigned cluster of key accounts, cross-selling financial products such as Mutual Funds, PMS, AIF, Structured Products, Insurances.
- Serving as the primary point of contact for key accounts,



addressing queries and providing excellent customer service to ensure client retention.
- Developing and implementing strategic plans and initiatives to grow the business with key accounts.
- Setting and achieving sales targets, 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.

Requirements
- Experience: 2-3 years in a Equity / Stock Broking Firm.

📌 Relationship Manager Acquisition- Demat cum Trading Accounts (Kolkata)
🏢 Quick Turtle
📍 Kolkata