Keep track ofindustry events and journals to gets leads and connect with them
Creating Emkayassociation with various industry networking circles
Keep tab onvarious deals in the industry
Proactively connectwith leads provided and self-sourced and explain products servicesoffered
Ability toconvert leads into potential meeting and follow ups
Facilitatemeeting of Private Bankers with the potential client
Ensure monthlycalling and conversion targets are met.
Organizational Relationships
Closely works with Wealth Management Team especially Private bankers
Skills
Excellent communication skills
Go getter attitude
Qualification
Graduate / MBA with specialisation in finance
Experience
Minimum of 3 years of experience in financial servicesindustry. Experience in Wealth Management team or Banks (high networthindividuals) preferred.
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