Key Account Manager

4 weeks ago


Bangalore Rural, India Saaki Argus & Averil Consulting Full time

About our client:

Our client is a leading financial services provider in India, offering a wide range of products and solutions to cater to the diverse needs of their clients. They have a strong presence in the equity, debt, currency, commodity and derivatives markets, as well as in wealth management, insurance, mutual funds and portfolio management services.


Location: Bangalore, Karnataka


Roles and Responsibilities:

• Should be involved into Relationship Building & Management with the customer for Sales & Services of Financial Products of the group. [Online Trading Account, Life Insurance, Mutual Funds, Investment Advisory, Gold bond, Retail loans.

• To manage customers in the branch or through client visits & provide Financial / Investment Advisory, Develop new relations through referencing & other sources.

• To generate leads and act as a productive resource by meeting targets thereby ensuring the fulfilment of budgetary expectations of the organization.


Key Responsibilities:

• To deliver the desired target numbers by maintaining customer relationship.

• To Manage customer meetings and sales process as part of his reporting structure .

• To consciously deliver support to centre managers in increasing the profitability of the centre.

• Conducting market research for generating business thereby adding for revenue generation.

• Ensuring customer satisfaction.

• Exploring new areas and ways to achieve productivity.

• Preparing and maintaining MIS report.


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