Riverforest Connections Private Limited
Location
Bangalore | India
Job description
SUMMARY:
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/Cs 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 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 good business / market knowledge.
PCG Sales,Wealth Sales,New Client Acquisitions
Job tags
Salary
