Job openings for key account manager in chennai

The Key Account Manager is the ultimate face of the business as (S) he is going to be the final point of contact
with the client. (S) He would be responsible for acquiring High Net Worth relationships and managing &
retaining such relationships by delivering the best standards of services. (S) He would be expected to establish
strong ties with them by designing & implementing their financial plans; and then by ensuring that they
receive and execute on the right advice.
ROLES & RESPONSIBILITIES: -
• Minimum 2 A/C’s 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.
JOB SPECIFICATIONS REQUIRED:
Qualifications:
• Educational Qualifications: MBA or Equivalent.
• Additional Certifications/Trainings (optional): IRDA/NCFM MF & FNO