Job Description

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 9370982219.

Thanks & regards

V Divya Bhagat

Biitcode

Job Type: Full-time

Pay: ₹25,000.00 - ₹40,000.00 per month

Application Question(s):

Are you Certified Financial Planner ?
Experience:

Account: 1 year (Required)
Work Location: In person