Key Account Manager

Biitcode is currently hiring for Key Account Manager for our Client which is into Financial Industry. Plz find position details below.

Position: Key Account Manager

Location: Mulund, Mumbai

EXPERIENCE & QUALIFICATION

· Bachelor's degree in Finance, Business, Economics, or a related field.

· 4+ years of experience in client relationship management, preferably in financial advisory, wealth management, or related fields.

· Strong knowledge of financial products, markets, and regulations.

· Excellent communication, negotiation, and interpersonal skills.

· Proven ability to build and maintain strong client relationships.

· Ability to work independently and manage multiple client accounts simultaneously.

· CFP (Certified Financial Planner) or other relevant certifications preferred.

· NISM VA required and insurance certifications preferred.

Key Responsibilities

Revenue Generation

· Revenue Generation: Achieve and exceed revenue targets.

· Product Mix Achievement: Successfully sell a diverse range of products, meeting specific product mix goals.

· Upsell Performance: Identify and capitalize on opportunities to upsell to existing clients.

· New Business Acquisition: Actively acquire new clients and business.

· New Knowledge Acquired: Stay current on industry trends, products, and regulations by continuously acquiring new knowledge.

Client Relationship Management

· Client Engagement: Maintain a high level of engagement with clients.

· Relationship Depth: Build and deepen client relationships to foster loyalty and trust.

· Meeting Documentation: Accurately document all client interactions and meetings.

· Client Retention: Implement strategies to retain clients and minimize churn.

Lead Generation

· Lead Generation: Proactively generate new leads through various channels.

· Reference Generation: Encourage and secure client referrals.

· Lead Conversion: Effectively convert leads into paying clients.

· Proposal Effectiveness (Lost Leads): Analyze and learn from lost proposals to improve future success rates.

Product Performance

· Mutual Funds: Drive sales and performance of mutual fund products.

· Life Insurance: Promote and sell life insurance policies.

· General Insurance: Achieve targets for general insurance products.

· Other Products: Be proficient in selling and promoting other relevant products as required.

Activity Tracking

· Prospecting Calls: Conduct a specified number of prospecting calls daily.

· Client Meetings: Hold regular meetings with clients to review portfolios and discuss needs.

· Proposals Sent: Track the number of proposals sent and their outcomes.

· New Client Addition: Monitor the rate of new client acquisition.

· Follow-ups Completed: Ensure all client and prospect follow-ups are completed in a timely manner.

· Client Profiling Done: Accurately profile clients to better understand their financial needs and goals.

· No. of Campaign Run: Participate in and track the effectiveness of marketing campaigns.

· Feedback Taken: Solicit and document feedback from clients to improve service.

· Workshops for Clients: Organize and conduct workshops for clients to enhance their financial knowledge.

· Mass Marketing Events: Participate in and represent the company at mass marketing events.

· Digital & Social Media Drives: Actively engage in digital and social media marketing initiatives.

· Location-Based Initiatives (Field Work): Conduct fieldwork and local initiatives to generate leads.

· Educational Series: Develop or participate in educational series for clients or prospects.

· File Making: Ensure all client files are accurate and up-to-date.

· Portfolio Review: Regularly review client portfolios and provide strategic recommendations.

· Self Review: Conduct periodic self-reviews to assess performance and identify areas for improvement.

Interested candidates can WhatsApp their resume on

Thanks & regards

V Divya Bhagat

Biitcode

Job Type: Full-time

Pay: ₹25, ₹40,000.00 per month

Application Question(s):

• Are you Certified Financial Planner ?

Experience:

• Account: 1 year (Required)

Work Location: In person