Position Title: Executive/Senior Executive - Lending Solutions

Location: Gurgaon

Experience Level : 2 Year or Above

Education : Graduate/Post Graduate (any specialization)

About us :

Client Associates (CA) is India's First and largest Multi Family Office Firm founded by Senior Private Bankers in 2002 to provide a professional platform of Private Wealth Management services in India.CA operates out of seven offices at Gurgaon, New Delhi, Mumbai, Bengaluru,Kolkata, Chennai and Hyderabad.

Over the last more than 17 years of its journey CA has grown to advice more than 500+ wealthy families of India owning assets worth a few billion USD. Client Associates is recognized by private clients and the industry at large as not only the Pioneers of Family Office in India but also as one of the - Best Team of Private Bankers- in India.Client Associates has been winner of AIWMI's Best Multi Family, 5 times winner of CNBC-TV18 Best Financial Advisors Award and winner of City wealth Asian Family Office of the Year. It was ranked 2nd by Private Banker International as the Outstanding Wealth Manager for Family Office Services Globally twice

Client Associates - Nurturing Wealth, Enriching Lives !! - Watch this - https://vimeo.com/347249551

Job Description :

Connecting & Networking :

- Connect with UHNIs through mails/calls for generation of new business leads and ongoing transactions.

- Identify and lesion with different network partners to keep up with the marker updates.

- Customer Feedback through mails/calls. Customer follow-up

- Data consolidation, maintaining excels and sharing daily/weekly updates, preparing DSR report.

Brand & Capability Promotion :

- Presentation of lending capabilities in creative marketing presentations and proposals

- Awareness about other service offerings too to be able to cross sell for generating more business.

Operations :

- Prepare a register of relevant articles, newspaper cuttings etc for potential business generation opportunities.

- Create a broadcast group on what's app to be able to keep in active touch with prospective clients. Do follow up on watsapp, SMS or email as per the prospective client or client's comfort.

- Send emails, Sms, do listing on 99 acres and other property listing portals as subscribed twice a week.

- Revert on client/prospect emails within 24 working hour's response time.

Candidate Profile :

- Candidate should have Excellent Communication and Convincing Skills.

- Candidate should be a self-starter; focused and driven to succeed; result orientated.

- Organized and disciplined with ability to manage expectations.

- Should have Excellent Analytical, Problem Solving and Communication Skills and be a good team player

- Should be an independent, self-driven, goal oriented and entrepreneurial individual who is motivated by making a positive impact on the team and the organization by creating something new rather than being part of a structured team.

- Should have a balanced personality with a good bend of patience and hunger

- Should be passionate about lending business and the importance of it in society

- Should be relationship oriented with good inter-personal skills

- Should have the DNA for client centricity and quality

- Should have considerable skills in office tools like Excel, PowerPoint, etc.

Compensation & Rewards :

- Opportunity to work with an employee centric, growth oriented, progressive and forward looking team who are driven by ETHICs (Excellence, Trust,Humility, Integrity, Commitment)

- Larger Purpose of growing India's affluence by protecting and growing the wealth under advice

- Growth in compensation aligned with the individual and organisational performance

- Offer will match the market and the best which the individual deserves

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