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