Job Description
Job Category: Key Account Manager
Job Location : Banglore((Work form office)
Experience Level : Require 3+yrs exp.
Position Type : Fulltime permanent
Notice Period- Immediate/Serving NP who can join within 30 Days.
Job Description
Key Account Manager (KAM) is the front face of the organization for high net-worth individual/entity clients, KAM will be responsible for planning & execution of strategies to connect & acquire large clients for organization, 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 Educational Qualifications: MBA or Equivalent.
- Additional Certifications/Trainings (optional): IRDA/NCFM MF & FNO
(ref:updazz.com
Job Location : Banglore((Work form office)
Experience Level : Require 3+yrs exp.
Position Type : Fulltime permanent
Notice Period- Immediate/Serving NP who can join within 30 Days.
Job Description
Key Account Manager (KAM) is the front face of the organization for high net-worth individual/entity clients, KAM will be responsible for planning & execution of strategies to connect & acquire large clients for organization, 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 Educational Qualifications: MBA or Equivalent.
- Additional Certifications/Trainings (optional): IRDA/NCFM MF & FNO
(ref:updazz.com
💡 Quick Summary
Seeking a career-building opportunity? The Key Account Manager | Sales | Bank position is now open for candidates interested in the Bank Jobs sector. This role in New Delhi offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
