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Key Account Manager

Job Detail

  • Job ID 10016
  • Offered Salary 32351
  • Career Level Executive
  • Experience Less Than 1 Year
  • Gender Male
  • Industry Banking
  • Qualifications Degree Bachelor

Job Description

Position: Key Account Manager
Department: Wealth Management (Direct Channel)
Location: Ghatkopar, Mumbai
CTC: Up to ₹9 LPA
Company: Shriram Life Insurance

Role Overview

As a Key Account Manager, you will play a critical role in developing and managing relationships with high-net-worth individuals (HNI) and key clients. Leveraging your wealth management background, you will be responsible for driving revenue growth by promoting life insurance solutions tailored to meet the financial goals of our clients.

Key Responsibilities

  1. Client Acquisition and Relationship Management:
    • Identify, acquire, and build relationships with high-net-worth individuals (HNI).
    • Manage a portfolio of key accounts to achieve and exceed sales targets.
    • Act as a trusted financial advisor, providing clients with customized insurance solutions.
  2. Sales and Revenue Growth:
    • Leverage wealth management expertise to offer suitable life insurance products.
    • Drive business growth by cross-selling and up-selling to existing clients.
    • Maintain a strong sales pipeline and convert leads into successful closures.
  3. Customer-Centric Advisory:
    • Conduct financial needs analysis and recommend suitable life insurance products.
    • Provide transparent and comprehensive product details to clients.
    • Address client queries, ensure timely servicing, and maintain high satisfaction levels.
  4. Market Research and Networking:
    • Stay updated on market trends, competitor activities, and client needs.
    • Build a strong network with wealth managers, financial planners, and other stakeholders for lead generation.
  5. Compliance and Reporting:
    • Ensure adherence to company policies, guidelines, and regulatory requirements during sales processes.
    • Prepare and present regular sales performance reports to senior management.

Skills and Competencies Required

  • Proven experience in wealth management or financial advisory.
  • Strong understanding of life insurance and financial products.
  • Exceptional communication and interpersonal skills.
  • Ability to build and nurture long-term client relationships.
  • Target-driven with excellent negotiation skills.
  • Proficient in MS Office and CRM tools.

Eligibility Criteria

  • Educational Qualification: Bachelor’s degree in Finance/Commerce/Management (MBA preferred).
  • Experience: 3-6 years of experience in wealth management, insurance sales, or financial advisory roles.
  • Age Limit: 25-40 years.

Benefits of Joining Shriram Life Insurance

  • Attractive CTC of up to ₹9 LPA.
  • Performance-based incentives.
  • Professional growth opportunities within a reputed organization.
  • Comprehensive training programs for skill enhancement.
  • Employee benefits like health insurance and wellness initiatives.

Interested Candidate Share Your CV or Contact To – 9**2**3**0 (Get Contact Details Go to Job Apply Option – Call To HR)

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