Associate Consultant at Task Staffing
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Cluster Relationship Leader - Wealth Sales - Securities Firm (4-10 yrs)
Role Description:Cluster Relationship Leader
- Driving business in the designated territory through sales of various investment products using the allocated bank channels
- To assist bank RMs in new client acquisition, building new relationships and increasing depth in existing relationships
- Continuous training of banks sales teams on products & processes to get maximum output
Specific Role Responsibilities:
- New Client acquisition
- Achieve revenue targets
- Activate bank channels in designated territory
- Relationship Management with all the bank team members
- Aligning activities in line with bank activities to maximize business numbers
Competencies Required: (Behavioral & Technical / Functional) :
- Knowledge of capital market products
- Good communication skills
- Networking ability
- Should be a self-starter, proactive & target oriented
- Keep abreast of the market news, financial trends and current affairs
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