Job Description
ROLES & RESPONSIBILITIES: -
Minimum 2 A/C's with minimum 5 Lac of Initial Margin. Min 2 SIP (Net) of 5K per month.
The Key Account Manager will be responsible for bringing their existing clients and building a strong
client book.
Maintaining client relationships and generate AUM from preferred clients.
Responsible for generating revenue from Third party product like Insurance/TGS/Edu
MO/IAP/PMS/PE/IAF/FD/Bonds Etc.
1Px of Other Revenue & 1Px of Broking Revenue (TPP Product targets will be divided as per overall
targets)
Track the Affluent & Super Affluent Client segment in the market for new client acquisition
To research, investigate and update them on available investment opportunities/financial market trend to
determine whether they fit into clients portfolios.
Qualifications
JOB SPECIFICATIONS REQUIRED:
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
Experience of handling Retail/PCG/Wealth Client Acquisitions and Relationship Management services.
Clients from BFSI/Broking sector with good business / market knowledge
