Key Account Executive - Lucknow, Uttar Pradesh, India - Awadh Landmark reality pvt ltd
Description
Job Description:
Key Account Manager for Stock Market Broker House
Position Title:
Key Account Manager
Department:
Sales/Client Services
Reports To:
Head of Sales/Director of Client Services
Position Summary:
The Key Account Manager at a stock market brokerage firm is responsible for managing and nurturing relationships with high-value clients.
This role involves providing personalized service, financial advice, and market insights to clients, ensuring their investment needs are met and fostering long-term loyalty.
The Key Account Manager will also work to identify new business opportunities and contribute to the firm's overall growth.Key Responsibilities:
-
Client Relationship Management:
- Develop and maintain strong relationships with key clients, understanding their financial goals and investment preferences.
- Provide personalized investment advice and tailored financial solutions to clients.
- Act as the primary point of contact for key accounts, addressing queries and resolving issues promptly.
Market Analysis and Advisory:
- Monitor market trends, financial news, and economic data to provide informed recommendations to clients.
- Conduct regular portfolio reviews and adjustments based on market conditions and client objectives.
- Present market insights and investment opportunities through regular reports and meetings.
Sales and Business Development:
- Identify and pursue opportunities to expand the client base, including upselling and crossselling services.
- Develop and execute strategies to meet sales targets and increase account revenue.
- Network and build relationships with potential clients and industry professionals.
Customer Service Excellence:
- Ensure high levels of client satisfaction by delivering exceptional service and support.
- Coordinate with internal departments to fulfill client requests and manage account operations smoothly.
- Conduct regular checkins with clients to assess their satisfaction and gather feedback.
Compliance and Risk Management:
- Ensure all client activities comply with regulatory requirements and company policies.
- Monitor client accounts for signs of unusual activity and take appropriate action as necessary.
- Keep uptodate with changes in regulations and industry standards to ensure compliance.
Reporting and Documentation:
- Maintain accurate and uptodate records of client interactions, transactions, and account details.
- Prepare and present regular reports on account performance, client feedback, and sales activities.
- Use CRM tools to track and manage client information and sales activities.
Team Collaboration:
- Work closely with the sales, research, and trading teams to deliver comprehensive services to clients.
- Share market insights and client feedback with colleagues to enhance service delivery and product offerings.
- Participate in team meetings and contribute to the development of sales strategies and initiatives.
Qualifications:
- Bachelor's degree in Finance, Economics, Business Administration, or related field.
- Proven experience as a Key Account Manager, Financial Advisor, or similar role in the stock market or financial services industry.
- Strong knowledge of stock market operations, investment products, and financial analysis.
- Excellent communication, negotiation, and interpersonal skills.
- Proficiency in financial software and CRM systems.
- Strong analytical and problemsolving abilities.
- Ability to manage multiple client accounts and prioritize tasks effectively.
- Relevant certifications (e.g., Series 7, Series 63) are a plus.
Work Environment:
- Officebased role with potential for remote work flexibility.
- May require occasional travel for client meetings and industry events.
- Regular office hours with occasional evenings or weekends depending on client needs and market events.
Compensation:
- Competitive salary with performancebased bonuses and incentives.
- Comprehensive benefits package including health insurance, retirement plans, and paid time off.
This role is ideal for a results-driven professional with a passion for financial markets and a dedication to providing exceptional client service.
If you have a strong background in financial services and a talent for building lasting client relationships, we encourage you to apply.
Pay:
₹240, ₹480,000.00 per year
Benefits:
- Cell phone reimbursement
- Flexible schedule
- Internet reimbursement
Schedule:
- Day shift
Supplemental pay types:
- Overtime pay
- Performance bonus
- Yearly bonus
Education:
- Bachelor's (preferred)
Experience:
- Taxation: 1 year (preferred)
Language:
- English (preferred)
License/Certification:
- Tally (preferred)
Work Location:
In person
More jobs from Awadh Landmark reality pvt ltd
-
Agm Marketing
Lucknow, India - 1 week ago
-
Sales Representative
Lucknow, Uttar Pradesh, India - 2 weeks ago
-
Gm Sales
Lucknow, India - 3 weeks ago
-
Agm - Sales & Marketing
Lucknow, India - 1 week ago
-
Receptionist/administration
Lucknow, India - 1 week ago
-
Tellecaller
Lucknow, India - 2 weeks ago