Key Account Manager (Third Party)

2 - 4 years

0 Lacs

Posted:5 days ago| Platform: Linkedin logo

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Work Mode

On-site

Job Type

Contractual

Job Description

You need to be a HODLer of these

  • Minimum 2-4 years experience in Relationship Management for Investment related products like Mutual Funds /Life Insurance /General Insurance/ PMS/Fixed Income Products. Cryptocurrency knowledge is a plus.
  • Bachelor’s degree in Finance, Economics, Business Administration, or a related field. Master’s degree preferred.
  • Experience in team management or experience as an individual contributor in terms of setting up new processes
  • Strong understanding of financial markets, investment strategies, and risk management principles.
  • Exceptional communication, negotiation, and interpersonal skills.
  • Proficiency in data analysis and CRM software.
  • Project management skills Self-driven and highly ambitious Results-oriented & the ability to handle pressure Understanding of KYC requirements & Anti-money Laundering policies is critical Knowledge of financial markets, products & competitor offerings to assist in meaningful dialogue with clients


You will be mining through these tasks

  • Client Engagement involves developing and nurturing relationships with VIP customers who are actively involved in cryptocurrency trading or investment.
  • This includes maintaining relationships with existing users through multiple channels such as mailers and phone calls, and sharing knowledge with them about product updates, new listings, and other relevant information.
  • Understanding Client Needs requires conducting in-depth consultations to comprehend clients' investment goals, risk tolerance, and cryptocurrency preferences, in order to offer tailored solutions.
  • Product Penetration focuses on reviewing product usage among assigned users and deepening existing relationships by cross-selling CoinDCX’s other products and services.
  • Customer Retention and Revenue involves consistently monitoring trading volumes within the designated user set and responding promptly to any declines by taking immediate corrective actions.
  • Educational Support entails providing clients with comprehensive information and insights on various cryptocurrencies, blockchain technology, market trends, and regulatory updates. Customer VoC (Voice of Customer) facilitates seamless communication between customers and internal stakeholders to relay valuable feedback, enabling essential product enhancements.
  • Collaboration with Internal Teams includes coordinating with departments such as compliance, product development, marketing, and research to address client needs and ensure adherence to industry standards and regulations.
  • Market Insights involve staying updated with the latest developments in the cryptocurrency space and sharing these insights and updates with clients.

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