Responsibilities

- The candidate will carry a traget of Acquisition of Demat & Trading accounts , with atleast 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 sych 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.

Key Skills

- Acquisition of Demat & Trading accounts
- Direct sales
- Cold calling
- Networking
- Relationship management
- Investment solutions
- Cross-selling financial products (Mutual Funds, PMS, AIF, Structured Products, Insurance)
- Sales target achievement
- Market intelligence

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

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