Manager at Nimbler
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Manager - Investor Sales - BFSI (5-10 yrs)
Investor Sales Manager
Key Responsibility Areas :
- Growth of business through the fresh acquisition of HNIs, NBFCs, Banks and other financial institutions
- Investment portfolio management of existing Clients
- Develops relationships with clients and expands client network in professional and social settings
- Representatives must possess excellent oral and written skills, strong attention to detail, the ability to multi-task and the ability to make good business decisions.
- Monitored and addressed HNI clients banking and investment requirements.
- Used financial acumen to build a client's portfolio to satisfy both his long term and short-term financial goals
- Worked towards new clients acquisition and matching client's requirements with the organization's products and offerings.
- Acquisition of new potential customers
- Managing all transaction processes and delivery of services; providing services to existing customers and managing all aspects of customer relationships
Desired Candidate Profile :
- Bachelor's Degree in Finance or Master's Degree in Business Administration, Statistics, Economics, Mathematics,
- Preferred background - AMC, Wealth Management, Private Banking.
- Candidates with Private Banking Experience - ICICI bank Kotak bank and YES bank (Personal Banking only)
- 5-10 Years of Work Experience
- Strong Verbal and Written Communication Skills,
- Candidates who have handled direct HNI/institution sales.
Important Personality traits :
Strong interpersonal / social skills, High energy level, mature with clarity of thoughts, goal-oriented, has a sense of speed, hands-on, aggressive, easy to communicate with, passionate, strong collaborative & persuasive skills, global in thinking & character with an entrepreneurial mindset, courage and ability to challenge the status-quo, has the ability to handle pressure, has high emotional intelligence and has a high sense of integrity and ethics
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