HR at L & T Financial Services
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L&T Financial Services - Relationship Manager - Acquisition (1-2 yrs)
Position : Title Acquisition RM
Company : L&T Capital Markets Limited
Division / Department : International Business - Private Wealth Management
Location : Mumbai
JOB PURPOSE :
Generate Business Leads by setting up meetings with prospects in UAE and pan India.
PRINCIPAL ACCOUNTABILITIES :
Accountabilities :
- Setting up meetings
- Building prospect client database
- Calling prospects to fix up meetings
- Number of meetings scheduled for overseas team
Co-ordination :
- Meeting follow-ups
- Coordination with Sales- team
- Follow up for query resolution till conversion
Successful Conversions :
- Client Profiling
- Number of successful conversions post meetings and interactions with overseas and Indian teams
Client Data maintenance :
- Maintain client meeting and sales data in specified formats
- Client focus
DIMENSIONS :
Financial Dimensions :
- New client acquisitions
- Error free MIS
- Revenue generation through client conversions from the meetings set up
Other Dimensions :
Percentage conversion of prospects to clients
SKILLS AND KNOWLEDGE :
Educational Qualifications :
- Graduate or MBA
Functional Skills
- Excellent Communication Skills - Oral and Written
- Good communication & presentation skills
Relevant and total years of Experience
- Minimum 1 - 2 years of experience in BPO/KPO or financial services industry preferably wealth management.
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