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Key Account Manager

Company Name Confidential

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5-10 Years
3 months ago
114 Viewed
125 Applied

Job Description

JOB SUMMARY:
Key Account Manager (KAM) will serve as the primary contact for high net-worth individual/entity clients. Responsible for devising and implementing strategies to acquire and engage large clients for the organization, KAM will exhibit a superior standard of service and remain updated on the latest product developments and economic trends. They are expected to provide comprehensive financial planning services, including advisory and execution across all financial products.
ROLES & RESPONSIBILITIES:
Minimum 2 A/C's of 5 Lac of Initial Margin.
Min 1 Lac Insurance premium (Gross) every month (life/general/health/motor)
Responsible for generating MoM 1x of CTC revenue from Third party product like Insurance/TGS/Edu/MO/IAP/PMS/PE/IAF/FD/Bonds Etc.
MoM 1x of CTC as transactional broking revenue (Equity/Currency/Commodity)
Research, investigate and update client on available investment opportunities/financial market with the objective of improving yield in client portfolio.
The Key Account Manager will be responsible for bringing their existing clients and building a strong client AUM book.
Identify the Affluent & Super Affluent Client segment in the market for new client acquisition
JOB SPECIFICATIONS REQUIRED:
Qualifications:
Educational Qualifications: MBA or equivalent.
Additional Certifications/Training (Optional): IRDA/NCFM MF & FNO.
Experience:
Minimum 5 years in broking/distribution of financial products, wealth sales, PCG sales, or corporate sales.
LOCATION: MUMBAI
Interested candidates kindly drop your updated cv to [Confidential Information] or 8072295573

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Last Updated: 23-02-2024 09:49:50 AM
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