Senior Recruitment Executive at Poonam IT Consultancy Services, Bangalore
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Senior Relationship Manager - Sales - BFS (5-12 yrs)
Job Description :
- Should have at least 10 plus years of work experience in wealth related profiles
- Should have managed Ultra HNI customers
- Should have thorough working knowledge of Equity & Debt Markets
- Should be able to get a Book of at least 75 CR to 100 CR of MF + PMS AUM
- Should be at around 15-18 Lacs of Package currently
- Should have spent at least 5 years in the current or Previous organization
- Identify and acquire new customer for CTS.
- 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 targets & personal meeting with clients.
- To identify potential clients (Corporates/FIs) through referral networks and other channel of sourcing new customers like ads, directories of various corporate associations, internet etc.
- To ensure 100% client penetration for business sourced & enabling increase in share of wallet & revenues
- To undertake joint calls with research team/portfolio review of clients with research team/ worksite for corporate clients.
- To work with the retail teams in arranging worksites in the premises of Institutional clients.
- To maintain sales volumes & achieve targeted revenue from all customers/products.
- To share regular market updates with clients and provide right investment solution.
- To maintain projected fee income at budgeted numbers and undertake cross selling initiatives to achieve them.
Age : 35 and below
Qualification : Any graduate/PG.
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