job in bank/finance

Experience:6 - 11 Years
Location:Ahmedabad
Compensation:Rupees 6,00,000 - 15,00,000
Education:UG - Any Graduate - Any Specialization PG - MBA/PGDM - Any Specialization
Industry Type:Banking/Financial Services/BrokingRole:Client Servicing/Key Account Mgr
Functional Area:Sales, BD
Posted Date:08 Dec

Job Description
RM / Sr RM

(Role – Client Acquisition & Servicing / Relationship Mgmt)



Profile :

• Deliver on the assigned sales/relationship targets

• Develop and expand existing client relationships

• Source new customers through various initiatives such as client referrals, event management and lead generation, cold calling, customer visits etc

• Manage financial portfolios for clients and advise them.

• Work closely with the advisory and product development teams for delivering specialized advise to the clients on any product

• Ensure levels of client servicing as per defined SLA's at the front office as well as back office (response to customers, query resolution)

• Monitor competition, identify industry benchmarks and sales processes.



Desired Candidate Profile
Candidate preferred from Stock Broking, Bank industry currently dealing with sales of equity, mutual fund , insurance.



Should be well versed with Equity & mutual fund knowledge

Sholud be willing to work in Individual role.

Company Profile
Leading Securities firm
Contact Details
Company Name:Leading Securities firm
Website:Not Mentioned
Executive Name:Kruti Pancholi
Address:Not Mentioned
Email Address:kruti@mindshareconsultants.com
Telephone:67212803
Reference ID:Sr Relationship Manager