Relationship Managers - Acquisition, Demat cum Trading Accounts

Key Responsibilities:

• The candidate will carry a traget of Acquisition of Demat & Trading accounts , with atleast Rs.1 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 new 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