Manager at Datrax Services Pvt Ltd
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Senior Relationship Manager - Sales - BFSI (6-15 yrs)
Job Description / Responsibilities :
- HNI Client Acquisition For Company- S Equity Product
- Handling Sales Of Pms / Aif Product.
- Developing Relationships With High And Ultra-High-Net Worth Clients
- Responsible For New Client Acquisition, Building New Relationships And Increasing Depth In Existing
- Relationships With High Net Worth Clients.
- Strategizing & Increasing Pms/Aif Business - Prepare Sales Calls, Presentations, Demonstrations, Internal
Training, Assessments And Proposals Related To Our Products. Strive To Provide Analytics Based Solutions To Investors.
- Creating A Systematic Approach To Increase Reach Through Potential Mapping And Sales Planning.
- Provide Professional Customer Service To Achieve A High Percentage Of Customer Satisfaction And Retention. Develop And Maintain A Long-Term Relationship.
Desired Profile Of The Candidate :
Experience In :
- Wealth Management, Asset Management Co Like Mutual Fund, Pms House, Etc,
- Banks (Private Banking / Wealth Management) Dealing With Hni Clients Or Distribution Channels.
- Person With Passion For Selling Financial Products Like Equities/Mutual Funds/Pms/Aif With Good Communication & Presentation Skills And Presentable.
- AMFI And NCFM Certification Preferred.
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