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Job Description
SELLING DEMATE AND WEALTH PRODUCTS TO HNI CLIENTS
- Acquisition, new customers for wealth and themed products.
- Minimum 2 A/Cs 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
- Month on Month1x 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
OPEN POSITIONS-PAN INDIA
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Employement Category:
Employement Type: Full time
Industry: Financial Services
Role Category: Sales / BD
Functional Area: Not Applicable
Role/Responsibilies: Key Account Manager for Leading NBFC Wealth
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