Partner at Talencia Consulting LLP
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Client Acquisition/Lead Generation Role - UHNI Segment - Wealth Management Business (2-5 yrs)
Role: Client Acquisition /Lead Generation
Duties and Responsibilities:
Data Acquisition :
- Using publicly available resources like internet and directories
- Using existing social/professional network to generate references
- Area mapping for generation of databases for ultra HNIs
Data Mining :
- Study existing databases to figure out possible prospects
- Liaise with other group/non group entities to generate future business
Prospect Ownership :
- Schedule meeting of attached RM with the prospects
- Update the same on internal systems
- Accompany RM for these meetings, whenever required
- End to end follow up with the RM till conversion
Note: This role does not include selling of financial product.
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