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HR Head at Minions Ventures Pvt Ltd
Views:1030 Applications:109 Rec. Actions:Recruiter Actions:29
KredX - Relationship Manager - Investor Sales (5-10 yrs)
Key Responsibility Areas:
- Growth of business through fresh acquisition of HNIs, NBFCs, Banks and other financial institutions
- Investment portfolio management of existing Clients
- Develops relationships with clients and expands client network in professional and social settings
- Representatives must possess excellent oral and written skills, strong attention to detail, the ability to multi-task and the ability to make good business decisions.
- Monitored and addressed HNI clients banking and investment requirements.
- Used financial acumen to build a client's portfolio to satisfy both his long term and short-term financial goals
- Worked towards new clients acquisition and matching client's requirements with organization's products and offerings.
- Acquisition of new potential customers
- Managing all transaction processes and delivery of services; providing services to existing customers and managing all aspects of customer relationships
Desired Candidate Profile
- Bachelor's/Master's Degree in Finance or Master's Degree in Business Administration, Statistics, Economics, Mathematics,
- Preferred background - AMC, Wealth Management, Private Banking.
- Candidates with Private Banking Experience - preffered
- 5-10 Years of Work Experience
- Strong Verbal and Written Communication Skills,
- Candidates who have handled direct HNI/institution sales.
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