Senior Recruitment Specialist at Upgrad Rekrut
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Key Account Manager - Investment Bank (1-6 yrs)
- Acquire new accounts per annum with a minimum margin per account retaining the old clients by periodic meetings.
- 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, analysing information & recommending portfolios.
Note : Minimum 1 Year exp in client acquisition with a stock broking firm or bank
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