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27/11 Deepak
Manager at Datrax Services Pvt Ltd

Views:355 Applications:167 Rec. Actions:Recruiter Actions:74

Senior Relationship Manager - Sales - BFSI (6-15 yrs)

Delhi Job Code: 137492

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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