Key Account Manager

Role & responsibilities

• Identify, engage, and acquire high-net-worth individuals (HNIs) through strategic account planning and targeted outreach.
• Manage, retain, and grow client portfolios by delivering customized financial solutions aligned with client objectives and long-term wealth strategies.
• Serve as the primary relationship manager, ensuring high levels of satisfaction, trust, and client loyalty.
• Drive revenue growth through cross-selling, up-selling, and diversified investment strategies.
• Provide expert advisory on investment opportunities to maximize client returns and portfolio performance.
• Collaborate with investment advisory, product, and marketing teams to create and deliver tailored solutions for key clients.
• Build strong networks within the investment community to support business development.
• Ensure full compliance with regulatory requirements, internal policies, and risk management frameworks.
• Stay updated on market trends, investment products, and emerging opportunities to proactively guide clients.
• Track portfolio performance, client satisfaction, and profitability; prepare reports, forecasts, and review summaries for senior management.
• Consistently achieve sales, revenue, and business growth targets while maintaining high service standards.

•Educational Qualifications:

• Experience :

• Technical Skills:

  Strong understanding of financial markets, wealth management products, and investment strategies. Proficiency in CRM tools and portfolio management systems. Analytical ability to assess market opportunities and client portfolios.

• Soft Skills

  : Exceptional communication, networking, and influencing skills. Strong business acumen with client-first orientation. Proactive, go-getter attitude with ability to deliver under pressure. Negotiation and conflict resolution skills.

• Desired:

  Exposure to international investment products and global wealth management practices. Knowledge of digital wealth platforms and fintech innovations.