Key Account Manager - Investment Bank (1-6 Yrs) Pune (BFSI Sales)

- Acquire new accounts per annum with a minimum margin per account retaining the old clients by periodic meetings.
-Actively prospect and engage in client acquisition efforts to grow the business.
-Build deep relationships with clients, identify their investment goals, and offer solutions that best match their needs.
-Perform regular portfolio reviews to ensure client investment objectives are met.
-Creation of revenue & Activation of clients through effective Advisory.
-Cross selling of other products like Equity Basket, SIP, Mutual fund, PMS, Insurance.
-Handling Queries & complains of client s & solving it within TAT.
-Profiling clients by conducting in depth review of client s financial requirements, analysing information & recommending portfolios.Note : Minimum 1 Year exp in client acquisition with a stock broking firm or bank (ref:updazz.com)

Payroll Type : Permanent