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05/08 Lovely Tayal
Consultant at Peoplenomic Consulting

Views:4 Applications:16 Rec. Actions:Recruiter Actions:0

Wealth Manager - Sales (4-10 yrs)

Mumbai/Pune Job Code: 227355

- Currently handling Employee Stock Option Plan (ESOP) and Loan against Securities (LAS) portfolio of around 120 crore.

- Advising clients with financial products and services like ESOP, LAS OD Financing, AIF- s, PMS, Structured products, Bonds, Mutual Funds, Equities, and Insurance etc. as needed.

- Execute monthly sales plan to acquire large prospective clients and ensure regular contact with all mapped clients through regular weekly / monthly calls and meetings.

- Maintain the required pricing revenue generation Risk and Margin maintenance for clients.

- Lead and supervise the team for the implementation of the growth agenda through appropriate training, motivation and deployment strategies.

- Constantly keep abreast on market trends and competitor intelligence to build and develop effective sales and marketing strategies.

- Ensure the files are processed from login stage to disbursement and liaise with internal departments for completion.

- Optimize team productivity by effectively managing the team of relationship managers so as to assure achievement of team results and thereby meet the business targets and profitability of the area.

- Align with the team on ground lead generation activities for Sales

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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