4 - 7 years

5 - 9 Lacs

Posted:3 hours ago| Platform: Naukri logo

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Job Type

Full Time

Job Description

Role & 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

Preferred candidate profile

  • MBA or Equivalent.
  • Additional Certifications/Trainings (optional): IRDA/NCFM MF & FNO
  • Experience-2 Yr+ in Broking/Distribution of financial products/Wealth Sales/PCG Sales/Corporate Sales.

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