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31/01 Ajesh
HR Recruiter at Strategic HR & IT Services

Views:41 Applications:18 Rec. Actions:Recruiter Actions:15

Relationship/Portfolio Manager - BFSI (0-5 yrs)

Gurgaon/Gurugram Job Code: 24724

Job Designation : Portfolio Executive/Manager

Looking for an individual contributor from Banking background with Wealth Management and HNI client handling.Plus, people with Cross-Selling experience will be ideal.

Job Purpose

To deliver exceptional sales performance by identifying and meeting customer needs through selling & cross-selling of all Faircent.com products & services.

To manage & maintain the highest customer satisfaction levels through pro-active client engagement & relationship management

Job Role & Responsibilities:

- First point of contact for customers and thus critical in customer acquisition/ retention.

- Managing the portfolio of Retail (HNIs UHNIS) / Institutional Investors

- Servicing the Investors ( Collections/Reinvestments )

- Getting the Funds into Escrow Account for the Investments

- Responsible for client relationship, sales, disbursement, generating Lenders / Investors, documentation & collection with respect to Individual, SME/Business clients

- Ability to Handle and Develop a Team of Portfolio Managers and Management Trainees for achieving the required goals

Experience : 6 mons to 5 yrs.

Candidate Desire Profile:

- Age should be 20-26years only.

- Good communication (verbal and written skills).

- Ability to speak in local language and English.

- Understanding of local market and captive client base.

Education Qualification:

- Minimum Graduate with any stream

- Post Graduate with any stream.

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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