Sales/ Business Development Manager - Wealth Management

KRM Global Placement Consultancy
  • Mumbai
  • Confidential
  • 7-8 years
  • 168 Views
  • 20 May 2015
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  • Sales/ Business Development/ Account Management, Investments

  • Banking - Retail, Financial Services/ Capital Markets, Banking - Corporate
Job Description

To identify potential HNI clients through referral networks
To execute monthly sales plan to acquire large prospective clients and ensure regular contact with all mapped clients through regular weekly / monthly Calls. Daily tracking of & personal meeting with Clients
To conduct financial planning and assessment & portfolio management of clients
To achieve targeted profitability & fee income
To contribute to customer satisfaction initiatives
To ensure policy adherence and coordination.

Age - 33 yrs .


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