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 robust 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 current 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 Experience: 5Yr+ in Broking/Distribution of financial products/Wealth Sales/PCG Sales
Experience of handling Retail/PCG/Wealth Client Acquisitions and Relationship Management services.
Clients from BFSI/Broking sector with positive business / market knowledge

Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.

📌 Key Account Manager Chennai
🏢 Sigma Allied Services
📍 Chennai