Canara Robeco - Senior Manager - Private Banking
Posted 2 weeks ago
Posted 2 weeks ago
Description:
Key Responsibilities:
- Identify, contact, and follow up with new and prospective clients to create new business opportunities.
- Convert prospects into customers by recommending suitable investment products based on their needs.
- Execute regional distribution strategies through regular follow-ups, client meetings, and market engagement.
- Work towards increasing product-wise market share in the assigned region.
- Stay updated on industry trends to identify new market opportunities.
- Build and maintain strong relationships with key clients by understanding their needs and providing relevant solutions.
- Ensure full compliance with regulatory and internal guidelines for the region.
Educational Qualifications & Experience:
- Minimum 5+ years of experience in financial services, preferably in Asset Management.
- Strong understanding of mutual fund products.
- NISM certification is mandatory.
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