Key Account Manager
Smart Technology Services DWC-LLC
Total years of experience :10 years, 2 Months
• Responsible for achieving the set order booking/ revenue targets for the vertical in the region by effectively handling Key accounts and taking care of their entire range of telecom requirements across all data & voice solutions.
• The role is responsible for identifying & developing new leads from new / existing accounts, coordinating first kick-off meetings, reviewing customer requirements.
• Further, the role handles day-to-day customer management operations and provides timely resolution for customer issues and complaints.
• The role is required to regularly interface with the client and take account of any changes in customer needs. The role is responsible for practicing effective relationship management, especially for clients requiring data solutions, to nurture associations.
Business Financing - SME, Loans & Facilities
Proactively develop client relationships, anticipate and provide solutions to client needs and give high priority to client satisfaction, with responsibility for meeting or exceeding agreed performance targets and objectives, particularly those relating to net new money, income generation, product sales and new client growth targets.
Ensure that client instructions are duly effected by applying all standard checks and controls, coordinating with other departments including Operations/Finance/ Compliance.
Accurately assess the risk profile, suitability and appropriateness of clients when marketing PB products and services by maintaining an accurate and up to date call report, KYC database.
Handle client queries of day to day nature via telephone/fax/post/e-mail. Assist in resolving client problems within the team.
Arrange clients' FX deals, securities trading and other investment products. Ensure all regulatory requirements and controls are duly applied.
Achieve a satisfactory level of knowledge of Private Banking products and services by keeping up-to-date with related developments.
Ability to understand key performance analytics and benchmarks or investment performance
Open, close and maintain accounts in accordance with the established procedures. Apply regulatory requirements such as KYC, Money Laundering Prevention and NOR procedures at all times.
Accomplish tasks efficiently by showing concern for all aspects of the job, pay attention to detail and ensure that output is delivered at the highest possible standard.
Strong technical understanding of economics and financial markets, focusing on the fixed income and equity space
Research and maintain knowledge to ensure adherence with all applicable regulatory requirements and Compliance policy and procedures, and adhere to all such standards, both legal and regulatory, to avoid exposing the Bank to undue risk.
Carry out other duties as reasonably required by management
Multi-Products
To sell the Bank’s products
Savings A/c, Current A/c, Term Deposit, Debit / Credit Cards
To collect customers and maintain customer relations,
To make recommendations as per customers needs
To respond to the customer complaints and grievances
IPG Products (Life Insurance / General Insurance / Mutual Fund / Gold Coins / Online Trading)
To acquire new to Bank customers and pursue new business relationships
To fulfill KYC norms
To reach out to High Net-worth Individuals
To increase the customer base by developing business relationships with current customer
Management
Markets services by asking for referrals from current clients;
Assesses and monitor clients' financial situation.
Develops financial strategies by guiding client to establish financial goals
Obtains clients' commitment by explaining proposed financial plans and options;
Provides financial management information by preparing financial status analyses and reports.
Updates job knowledge by tracking financial markets, general economic conditions, and new financial products
MBA Projects:– Major; “A Study on Inventory Management Adopted by KSE Ltd” / 90 Days – Minor; “A Study on Customer Satisfaction at KPL Oil Mills Pvt Ltd, Kerala” / 45 Days
-