Associate Lead - Business Development (Key Account Management)

*Equity Dealer, Relationship Manager, Key Account Manager, Sales Executive, Telecaller, Digital-RM,

Branch Operations, Channel Manager, Branch Manager & More Profile For Multiple Securities Companies & Multiple Location (Pan India)*

I am Baljeet From Veerwal Getwork Services

We are authorised partner with Multiple Broking Companies

If You are Looking Job or Job Change So Kindly share your updated resume

on My Mail id -baljeet@getwork.org & WhatsApp-9999143507.

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

Interested Candidates can share their updated resume &

Also refer to interested candidates Call me;-

Contact Details: 9999143507