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15/09 Neha
Talent Acquisition Manager at Bolt-Techservices

Views:4 Applications:3 Rec. Actions:Recruiter Actions:3

Sales Role - Wealth Management (3-5 yrs)

Mumbai Job Code: 292093

Responsibilities and Duties :

- Prospecting, generating and acquiring leads, i.e. of Family Offices, Wealth Management Companies, Private Banks & Asset Managers who wish to invest in India/global markets under various asset classes such as equity, Debt, Mutual Funds and unlisted securities.

- Managing and growing existing business and client relationships.

- Managing Sales Activities and achieving monthly targets across products and services.

- Responsible for preparing yearly budgets and strategies for achieving the targets.

- Providing relevant information and feedback regarding competitors and their offerings, thereby helping product team to derive product variants and adding value to existing products and Services.

Qualifications :

- Must be a post-graduate with specialization in finance.

- Must have 3 to 5 years of sales experience.

- Ability to provide efficient solutions and meet timelines

- Ability to understand regulations of various jurisdictions

- Should have good communication skills and ability to work in teams

- Should have an affable personality, especially while liaising with counter parties

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