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28/09 Paiadaka Lyngdoh
Manager at Nimbler

Views:180 Applications:51 Rec. Actions:Recruiter Actions:15

Manager - Investor Sales - BFSI (5-10 yrs)

Bangalore/Mumbai Job Code: 92974

Investor Sales Manager


Key Responsibility Areas :


- Growth of business through the fresh acquisition of HNIs, NBFCs, Banks and other financial institutions

- Investment portfolio management of existing Clients

- Develops relationships with clients and expands client network in professional and social settings

- Representatives must possess excellent oral and written skills, strong attention to detail, the ability to multi-task and the ability to make good business decisions.

- Monitored and addressed HNI clients banking and investment requirements.

- Used financial acumen to build a client's portfolio to satisfy both his long term and short-term financial goals

- Worked towards new clients acquisition and matching client's requirements with the organization's products and offerings.

- Acquisition of new potential customers

- Managing all transaction processes and delivery of services; providing services to existing customers and managing all aspects of customer relationships


Desired Candidate Profile :

- Bachelor's Degree in Finance or Master's Degree in Business Administration, Statistics, Economics, Mathematics,

- Preferred background - AMC, Wealth Management, Private Banking.

- Candidates with Private Banking Experience - ICICI bank Kotak bank and YES bank (Personal Banking only)

- 5-10 Years of Work Experience

- Strong Verbal and Written Communication Skills,

- Candidates who have handled direct HNI/institution sales.


Important Personality traits :


Strong interpersonal / social skills, High energy level, mature with clarity of thoughts, goal-oriented, has a sense of speed, hands-on, aggressive, easy to communicate with, passionate, strong collaborative & persuasive skills, global in thinking & character with an entrepreneurial mindset, courage and ability to challenge the status-quo, has the ability to handle pressure, has high emotional intelligence and has a high sense of integrity and ethics

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.

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