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15/02 Anjali
HR Manager at Proalpha Capital Pvt Ltd

Views:3130 Applications:128 Rec. Actions:Recruiter Actions:59

Vice President - Sales & Marketing - Financial Services (3-5 yrs)

Mumbai Job Code: 541912

Job Duties :

- Actively and continuously meet new potential clients across HNI, family office, corporate treasury and broker categories with active follow-up to drive conversion

- Independently acquire and manage new clients and meet the targets as defined by KRA

- Brainstorm new ideas on reaching out to new clients

- Manage on-boarding process for all new clients: Handle documentation & related queries with the client and liaise with custodian/clearer or fund admin or brokers as required

- Maintain CRM to streamline marketing by inputting all meeting notes, updating follow-ups and generating various pipeline reports across all products (working closely with our current Investor Relations Analyst)

- Monitor and address clients Investment-related requirements

- Build and maintain long term relationships to drive higher - share of wallet - with each client

- Ensure compliance with key regulatory and bank level requirements

- Follow-up with distributors and 3rd party marketers for initiating them to market our various products

Required Skills and Qualifications :

- Proven ability to close new business (convert prospective investors into clients for one or more of our investment products)

- An outspoken and easy to mingle individual

- Excellent written and oral English communication skills required

- Highly motivated Self-starter who works hard and multi-tasks effectively

- Keen attention to detail is absolutely critical with strong process-oriented attitude

- Experience working in team environment

- Strong PowerPoint skills required

- CRM database experience and graphics design experience preferred

- Ability to travel extensively within India

- Minimum 3 years of Sales/Marketing experience within Financial Services

- Prior work-experience in Asset Management, Wealth Management, Private Banking, Mutual Fund or Stock Broking industries

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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