Work from Office
Full Time
ROLES & RESPONSIBILITIES: -
• Minimum 2 A/Cs 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
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