Area Manager - Investment Products

1) The candidate will be responsible for Demat & Trading account opening, with atleast Rs.1 Lac of Margin per account, through direct sales (face to face), cold calling, networking, your own data / sources, and references.

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

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

4) Serving as the primary point of contact for key accounts, addressing queries and providing excellent customer service to ensure client retention.

5) Developing and implementing strategic plans and initiatives to grow the business with key accounts.

6) Setting and achieving sales targets, analyzing market trends, and identifying opportunities to optimize sales strategies and tactics.

7) 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.

Skills : - Acquisition of Demat & Trading Accounts, Knowledge of Investment Products, Equity Sales, Demat, Stock Broking, Equity Sales, Trading Accounts

Skills Required

Equity Analysis, Client Acquisition, Portfolio Management, Market Research, Financial Modeling, investment strategies, Sales Techniques, Data Analysis