Job highlights

- Experience in direct sales with expertise in acquiring Demat & Trading accounts and cross-selling financial products like Mutual Funds, PMS, AIF

- Acquire Demat & Trading accounts, build client relationships, cross-sell financial products, manage key accounts, and achieve sales targets

Responsibilities

- The candidate will carry a target 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 recent 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.

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