05/09 Sheetal Jain
Associate Consultant at Task Staffing

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Cluster Relationship Leader - Wealth Sales - Securities Firm (4-10 yrs)

Hyderabad Job Code: 89708

Role Description:Cluster Relationship Leader

- Driving business in the designated territory through sales of various investment products using the allocated bank channels

- To assist bank RMs in new client acquisition, building new relationships and increasing depth in existing relationships

- Continuous training of banks sales teams on products & processes to get maximum output

Specific Role Responsibilities:

- New Client acquisition

- Achieve revenue targets

- Activate bank channels in designated territory

- Relationship Management with all the bank team members

- Aligning activities in line with bank activities to maximize business numbers

Competencies Required: (Behavioral & Technical / Functional) :

- Knowledge of capital market products

- Good communication skills

- Networking ability

- Should be a self-starter, proactive & target oriented

- Keep abreast of the market news, financial trends and current affairs

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