Key Account Manager
4 weeks ago
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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