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04/10 Tisha Gupta
Talent Acquisition Specialist at Veerwal Getwork Services Pvt Ltd

Views:34 Applications:14 Rec. Actions:Recruiter Actions:3

Key Account Manager - Sales - BFS (4-12 yrs)

Pune Job Code: 294475

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 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 :


Experience :

- 5 Years+ in Broking/Distribution of financial products/Wealth Sales/PCG Sales/Corporate Sales.

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.

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