14/06
Manali Mendadkar
Senior Executive at Motilal Oswal
Senior Executive at Motilal Oswal
Views:77 Applications:21 Rec. Actions:Recruiter Actions:0
Motilal Oswal - Key Account Manager (3-15 yrs)
Job Description : Key Account Manager
Summary: :
- 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 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
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