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

Job Description – Key Account Manager

SUMMARY: -

Key Account Manager (KAM) is the front face of the organisation for high net-worth individual/entity clients,

KAM will be responsible for planning & execution of strategies to connect & acquire large clients for

organisation, 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 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.