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    Relationship Manager - Chennai, India - Cholamandalam Securities Limited

    Cholamandalam Securities Limited
    Cholamandalam Securities Limited Chennai, India

    Found in: Talent IN 2A C2 - 1 day ago

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    Description

    Designation: Key Account Manager

    Vertical: Retail Sales

    Location: Chennai/Bangalore/Hyderabad/ Kolkata/Mumbai/Delhi/ Gujarat/Pune/Vizag/ Hubli/ Coimbatore

    As a Key Account Manager for the Retail Sales vertical, you will be responsible for acquiring new accounts and retain the old clients.

    Responsibilities:

    • Acquire new accounts per annum with a minimum margin per account.
    • Retaining the old clients by meeting them periodically.
    • 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, analyzing information & recommending portfolios.

    Qualification & Experience:

    • Graduate/Post Graduate degree in Business Administration, Finance or Related Field.
    • NISM/NCFM Certification as applicable.
    • Minimum 1 year of client acquisition experience in financial services, preferably with a stock broking firm or bank.
    • Proven track record of meeting or exceeding client acquisition targets.
    • Strong understanding of Retail Sales strategies and financial products.
    • Excellent communication and interpersonal skills for building client relationships.
    • Proficiency in Market Research and Analysis to identify potential clients and opportunities.
    • Result-driven mindset with a focus on achieving sales targets and objectives.

    If your profile matches the above requirement, please share your updated CV to


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