Exp - 4 To 6 Years in Equity Broking Industry

Job Summary 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.

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