- 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.
- 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.
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Relationship Manager
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Axis Bank Chennai, India#ComeAsYouAre "We are dil se open. Women, LGBTQIA+ and PwD candidates of all ages are encouraged to apply" · About Wholesale Banking Coverage Group: · The Wholesale Banking Coverage Group (WBCG) focusses on doing business with customers such as the Government, Strategic, large an ...
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Raveone Consultants Chennai, IndiaCompanyOverview: · Raveone Consultants is a leadingBusiness Consulting and Services firm based in Mumbai Maharashtra.We specialize in providing financial services to our esteemedclients including Mutual Fund Equities Life Insurance HealthInsurance Corporate Deposits Bonds PMS/AIF ...
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IBSFINCORP Chennai, IndiaSummary Description · Hiring for the role of Relationship Manager - Channel Sales for one of the leading business financial solutions aggregator company. · Additional Details · Location: Chennai · Work Model: On-site - Channel Acquisition and Sales · Primary Services: Loan Agains ...
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Technical Recruiter
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JETZERP Chennai, IndiaCompany Description · JETZERP is a leading provider of ERP solutions for businesses. Our global Enterprise Resource Planning (ERP) software is tailored to diverse industries and helps propel businesses into the future. We deliver industry-specific, custom-made solutions that seam ...
Relationship Manager - Chennai, India - Cholamandalam Securities Limited
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:
Qualification & Experience:
If your profile matches the above requirement, please share your updated CV to