Relationship Manager Acquisition- Demat Cum Trading Accounts (Mumbai)

• Relationship Manager Acquisition- Demat cum Trading Accounts (Mumbai)
• Company: Quick Turtle
• Job Location: Mumbai, Maharashtra, India
• Employment Type: Full-time
• Responsibilities

The candidate will carry a traget of Acquisition of Demat & Trading accounts , with atleast Lac of Margin per account, through direct sales (face to face), cold calling, networking, your own data/sources, and references.

Building and maintaining relationships with clients, understanding their investment needs, and providing personalized investment solutions.

Identifying current business opportunities within the assigned cluster of key accounts, cross-selling financial products sych as Mutual Funds, PMS, AIF, Structured Products, Insurances.

• Serving as the primary point of contact for key accounts, addressing queries and providing excellent customer service to ensure client retention.
• Developing and implementing strategic plans and initiatives to grow the business with key accounts.
• Setting and achieving sales targets, analyzing market trends, and identifying opportunities to optimize sales strategies and tactics.

Keeping abreast of market trends, industry developments, and competitor activities, and providing market intelligence and insights to clients and internal teams for informed decision-making.

• Key Skills
• Acquisition of Demat & Trading accounts
• Direct sales
• Cold calling
• Networking
• Relationship management
• Investment solutions
• Cross-selling financial products (Mutual Funds, PMS, AIF, Structured Products, Insurance)
• Sales target achievement
• Market intelligence
• Location - Mumbai, Ahemdabad, Surat, Chennai, Bangalore, Hyderabad, Kolkata, Delhi, Pune, Trivendrum, Kochi,Indore, Jaipur .