Key Account Sales Specialist

Company Description

RADDS Capital is a One Stop Solution for all individual, family, and corporate financial needs. We pioneer in financial planning, investment management, retirement planning, estate planning, risk management, and tax planning. We are channel partners with all top Indian financial brands and provide customized financial solutions using equity, mutual funds, bonds, FDs, AIF, PMS and other investment products to deliver optimum results.

Role Description

This is a full-time role for a Key Accounts Specialist at RADDS Capital located in Navi Mumbai. You will be responsible for providing exceptional customer support, ensuring customer satisfaction, maintaining proper phone etiquette, and delivering a positive customer experience following all SEBI, & AMFI guidlines.

Role Purpose:

Qualifications:

Excellent communication & persuasion skills

Strong product knowledge: Equity & Hybrid categories, SIP strategies, Goal-based advisory

Good at Excel, email etiquette, client follow-ups

AMFI/NISM V-A certified or willing to certify within 30 days

Key Responsibilities:

• Build strong relationships with retail & HNI investors
• Convert leads into actionable investment opportunities
• Drive monthly SIP & lump-sum investment targets
• Conduct portfolio reviews & recommend suitable products
• Maintain CRM/MIS daily updates on client interactions
• Upsell & cross-sell Financial Products (Health & Life Insurance, Equity Broking)
• Ensure smooth onboarding, KYC, documentation & transaction support
• Coordinate with AMCs & internal teams for service delivery
• Strong problem-solving and conflict resolution skills
• Attention to detail and ability to multitask
• Advanced Excel expertise
• Candidate should be based in and around Vashi - Navi Mumbai