Posted By
Posted in
Sales & Marketing
Job Code
344761
Job Profile :
- The Team Leader will be responsible for recruiting, managing and driving a team of RMS across locations to increase client base, AUM and revenues
- Experience in leading senior employees
- He will be responsible for the P & L, sales quality levels, via periodic audit checks and review of sales processes for the country
- He will be responsible for setting the standards in client servicing and delivery, thereby creating a differentiation and a sustainable competitive edge
- Track the Ultra HNI segment in the market for new client acquisition and helping the RMs in closing deals and deepening existing relationships
- To research, investigate and update himself and the teams on available investment opportunities/financial market trend to determine whether they fit into clients- portfolios
- To coordinate with product and research team for taking investment decision for the clients
- To conduct and assist in organizing seminars, workshops and other business development activities
- In- depth understanding of Liability Marketing, Insurance, Trade & FX products and portfolio management strategies for Wealthy Individuals
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Posted By
Posted in
Sales & Marketing
Job Code
344761