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Cholamandalam Securities Limited

Key Account Manager

Early Applicant
  • 2 days ago
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Job Description

Sr. No

Particulars

1

Designation

KAM

2

Vertical

Retail Sales

3

Qualification

Graduate/Post Graduate / NISM / NCFM as applicable

4

Location

Chennai, Mumbai, Pune, Bangalore, Hyderabad, Coimbatore, Vizag, Agra, Lucknow, Jaipur, Chandigarh, Kolkata, Jharkhand, Bihar, Chhattisgarh, Delhi, Ahmedabad

5

Experience

Minimum 1 Year exp in client acquisition with a stock broking firm

6

Job Description

Acquire new Demat and Trading accounts 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, Bonds, 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.

7

Expectation

We are hiring dynamic & resilient individuals for our Equity Sales Team.The individual is required to provide financial services to clients in Equity, Derivatives, and Currency Markets. Their role includes activating clients through effective client meetings and cross-selling products such as Equity Basket, SIP, Mutual Funds, Insurance, and PMS to generate revenue. Responsibilities also involve acquiring new clients, retaining existing clients, and addressing their complaints and queries. Additionally, client profiling is an integral part.

More Info

Industry:Other

Function:Finance

Job Type:Permanent Job

Skills Required

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Date Posted: 22/11/2024

Job ID: 101157099

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