Job Summary

Experience: 4 to 6 years in the 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 prospects 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
Broking
Client Relationship Management
Investment Solutions
Cross-selling
Sales Target Setting
Market Intelligence
Sales Performance Analysis
Training

📌 Cluster Manager – Equity Broking & Investment Products Delhi
🏢 Quick Turtle
📍 Delhi