HNI Relationship Manager @Motilal Oswal

Position Title: Key Account Manager (KAM)

Job Purpose:

The KAM is the primary contact for high-net-worth individual and corporate clients. This role focuses on acquiring and managing large clients, delivering exceptional service, and providing end-to-end financial planning solutions, including advisory and execution across various financial products.

Key Responsibilities:

1. Client Acquisition & Management:
   
• Acquire and manage at least 2 high-value accounts (INR 5 Lac initial margin).
• Target affluent and super-affluent clients for new business opportunities.
2. Revenue Generation:
   
• Achieve a monthly gross insurance premium of INR 1 Lac (life, general, health, motor).
• Drive 1x CTC revenue monthly from third-party products (insurance, PMS, PE, FD, bonds, etc.).
• Generate 1x CTC monthly in transactional broking revenue (equity, currency, commodity).
3. Portfolio Management:
   
• Research and update clients on investment opportunities to enhance portfolio yields.
• Focus on expanding the client AUM and fostering long-term relationships.

Qualifications:

• Education: MBA or equivalent.
• Certifications: IRDA, NCFM (MF, FNO) preferred.
• Experience: Minimum 5 years in broking, wealth sales, or corporate sales.

Skills:

• Strong communication and relationship management.
• Deep understanding of financial products and markets.
• Proven track record in client acquisition and revenue generation.

To schedule your interview send your CV through WhatsApp (number mentioned below)
HR Yash:9156902218