Key Account Manager - Investment Product HNI Sales

Min. 3 years into broking or banking industry

Age- upto 40yrs

ROLES & RESPONSIBILITIES: -
Minimum 2 A/Cs with minimum 5 Lac of Initial Margin. Min 2 SIP (Net) of 5K per month.
The Key Account Manager will be responsible for bringing their existing clients and building a strong client book.
Maintaining client relationships and generate AUM from preferred clients.
Responsible for generating revenue from Third party product like Insurance/ TGS/Edu
MO/ IAP/ PMS/ PE/IAF/ FD/ Bonds Etc.
1Px of Other Revenue & 1Px of Broking Revenue (TPP Product targets will be divided as per overall targets)
Track the Affluent & Super Affluent Client segment in the market for new client acquisition
To research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into clients portfolios. #J-18808-Ljbffr