Chief Executive Officer - BFSI Sector

The following responsibilities included :

- Provide advice on market segments identified by consultants hired by the board.

- Prepare and publish external quarterly and annual reports on investment management activities

- Prepare and implement the strategic and annual plans.

- To achieve targeted profitability and fee income.

- To achieve periodic sales targets of assigned portfolios

- To undertake new client acquisition, retention and growth plan for larger customers and location base.

- To stay abreast of the client requirements and monitor close relationship.

- To ensure effective and proper client servicing, resolving queries and complaints.

- To ensure policy adherence and documentation.

- To be aware of all critical policies, procedures and ensure compliances.

- To formulate periodic MIS.

- Participate in industry related events or associations that will enhance the organization's reputation and potential for success

- Oversee day-to-day operation of the company

Skills :

- Proven communication and negotiation skills

- Excellent interpersonal and leadership skills

- Outstanding organizational and time management skills

- Ready to relocate to Bhopal