Trust Investment Advisors - Assistant/Deputy Manager - Client Acquisition

Organization : TrustPlutus Wealth (India) Pvt Ltd -

Location : Mumbai

Position Title : Assistant / Deputy Manager

Function : Client Acquisition

Reports to : Head - Business Development

Qualifications:

- Graduate degree (any discipline) from a top-tier school or BBA/ BMS with MBA/ PGDM preferred

- Advanced MS Excel / PowerPoint skills

Work Experience (highlight) :

- 3-4 years work experience preferred in client acquisition & Business development roles in hospitality industry/ Banks / Financial services

- Either prior experience of acquiring high-net worth clients OR other industry relevant origination & business development experience

Core Purpose of the Role:

- This role requires the applicant to work closely with the Corporate Client Acquisition team and be responsible to generate leads.

- To generate leads & identify decision makers within targeted leads and initiate the sales process

- To penetrate into all targeted accounts and originate sales opportunities for the company's products and services

- To set up and deliver pitch presentations

- To ensure systematic follow-up with the client organization(s) to take the sales pitch to time-bound closure

- Ensure adherence to set acquisition process, maintain the prospect funnel and the necessary MIS report(s)

- Achievement of monthly, quarterly & yearly business plan

Talent Attribute:

- A strong passion for lead generation, resilient & persistent

- Ability to communicate with people across all levels, with strong communication (spoken & written) skills

- Strong execution skills

- Handles rejection well

- Fearless personality, confident and self-motivated

- Maintain high standards of professional and ethical conduct

- Quick thinking and problem solving skills