Key Account Manager -(Mumbai) Job in Mumbai at Motilal Oswal Financial Services

Job Description – Key Account Manager

BUDGET-7 TO 8 LPA

SUMMARY: -

Key Account Manager (KAM) is the front face of the organization for high net-worth

individual/entity clients, KAM will be responsible for planning & execution of strategies to

connect & acquire large clients for organization, KAM is expected to showcase best standard of

services and equipped with latest development on products & economy, he is supposed to

discuss & help clients (Individual/corporates) for end to end financial planning (includes advisory

& executions across all financial products)

ROLES & RESPONSIBILITIES: -

• Minimum 2 A/C’s of 5 Lac of Initial Margin. Min 2 SIP (Net) of 5K per month.

• 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.

• MoM 1x 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 in the market for new client acquisition

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/Corporate Sales.

Focus on a customer-first attitude, ethical and transparent business practices, respect for professionalism, research-based value investing, and implementation of cutting-edge technology has enabled us to blossom into a 10,500+ member team.