Key Account Manager - Broking/Financial Products

SUMMARY:

- Key Account Manager (KAM) is the front face of the organisation for high net-worth individual/entity clients. KAM will be responsible for planning & execution of strategies to connect & acquire large clients for organisation, KAM is expected to showcase best standard of services and equipped with latest development on products & economy, he is supposed to discuss & help clients (Individual/corporates) for end to end financial planning (includes advisory & executions 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 Ix of CTC revenue from Third party product like Insurance/TCS/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/Trainings (optional): IRDA/NCFM MF & FNO

Experience: 5Yr+ in Broking/Distribution of financial products/Wealth Sales/PCG Sales/Corporate Sales.