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27/12 Abhishek
Partner at Talencia Consulting LLP

Views:746 Applications:54 Rec. Actions:Recruiter Actions:3

Client Acquisition/Lead Generation Role - UHNI Segment - Wealth Management Business (2-5 yrs)

Delhi NCR Job Code: 779392

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.

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

Women-friendly workplace:

Maternity and Paternity Benefits

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