- Acquiring Investment Referral Partners

- Meeting Wealth Managers, Financial Advisors, CAs,

- Provide Strategic advice and information about the Investment product to the Partners

- Explain the benefits to the Partners and assist in the meetings wherever required

- Bring Investments from the Referral Partners through their Investors

- Preparing Memos and Credit Proposals (CPs) (new, annual renewals, amendments etc.)

- Assisting Team in Investor relationship management (KYC, Investment process, etc.)

- Monitor post Investment reports, ensure compliance with internal and regulatory policies, assist business in reporting, monitor/identify money laundering risks & assist in internal and external audit processes

- Engaging with an inbound partner leads on the platform to convert, onboard and manage the relationship

- Preparing presentations and maintaining the database of portfolios for periodic reviews

Requirements :

- Post Graduate in Finance or Banking

- Work experience as a RM in Banks or Financial Institutions, or a similar role in the Sales Department.

- Professional certification in sales and marketing will be an advantage.

- Great interpersonal skills.

- Exceptional verbal and written communication skills.

- Strong organizational skills.

- Ability to work in a team or individually as and when required.

- Ability to manage and handle multiple tasks.

- Outstanding problem-solving skills.

- Exceptional attention to detail.

- Hard-working individual.

- Good time management abilities.

- Strong decision-making skills.

- Ability to tolerate stress and pressure.

- Self-motivated and result driven approach

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.