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RELATIONSHIP MANAGER –Acquisition & Advisory

This job has expired, and cannot be applied for.

Posted By: MHR Consultants, Navi Mumbai
Address:
Date Posted: 21st Mar 2010
Salary: Negotiable
Location: Panvel (400001)
Reference Code:
Views Since Posting: 87
Full Description:

• Marketing of financial products ( Insurance, Mutual Funds, Bonds, IPO’s and other wealth management products )

• Drive business by acquiring PCG / HNI / Corporate clients.

• Acquiring new clients and advising on their long term and short term investments

• Assist clients in financial planning, maintain / advise client on personal portfolio

• Building and maintaining relationships.

• Ensure all performance standards are met viz. business targets, expansion of internal and external relationships, drive sales, implement strategies to grow market share. Obtain and analyze market intelligence

• Identify and implement ways to improve performance

• Prepare periodic MIS, market feedback reports and report to HO.

• Identify new tie-ups and explore business opportunity.

• Ensure adherence to risk & compliance norms.

Keywords: Strong Relationship and influencing skills

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