Job highlights
Minimum 2 A / C s with minimum 5 Lac of Initial Margin
Maintaining client relationships and generate AUM from preferred clients
Experience: . 5Yr+ in Broking / Distribution of financial products / Wealth Sales / PCG Sales .
Experience of handling Retail / PCG/Wealth Client Acquisitions and Relationship Management services
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 recent 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

📌 Key Account Manager Mumbai
🏢 Acme Services
📍 Mumbai