Job Description
Job Description Key Account Manager
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 2 SIP (Net) of 5K per month.
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/Trainings (optional): IRDA/NCFM MF & FNO
Experience:
5Yr+ in Broking/Distribution of financial products/Wealth Sales/PCG Sales/Corporate Sales.
