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07/06 Priyanka Rathaur
Technical Recruiter at GetWork

Views:11 Applications:10 Rec. Actions:Recruiter Actions:3

Key Account Manager - Sales - Investment/Trading Product (5-7 yrs)

Pune/Mumbai Job Code: 329339

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 :

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.

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