Required MBA/ CFA (Level 2) for Business developement role
- Monster India
- 0 - 3 Years
- Multi-City, India
- 2 years ago
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Job Description
1. Business Development:- Conduct research to identify new markets and customer needs
- Developing a strategy for enhancing the client segmentoAttending networking events
- Listing the client segment and organize for the meetings
- Planning and arranging for the seminars or presentations
- Ensure effective client conversions
- Keep a record of the prospects and followup for conversionoManage company and client expectations
- Assisting the senior RMs
- Regular reporting
- Achieve budgeted targets in terms of number of clients/volume of business & assets.
2. Managing relationships
- Undertake complete portfolio analysis and need based analysis of HNI, Ultra HNI and corporate clients.
- Cross-sell products and services to both new as well as existing HNI & Ultra HNI clients as per their lifestyle, risk profiling and requirements basically through financial planning process.
- Understand client needs & requirements and accordingly position products & services
- Recommend strategies that clients can use to achieve their financial objectives, including specific recommendations in such areas as cash management, setting up of trusts, formulating of Wills, insurance coverage other than investment planning to ensure a one-point relationship for the client
- Call clients periodically to review their investment needs and to determine whether market changes, life changes, economic changes, or financial performance indicate a need for portfolio reassessment
- Provide various Investment performance reports and summaries to the clients
- Research, investigate and regularly update regarding the available investment opportunities/financial market trends to determine whether they fit into client portfolios
- Coordinate with product and research team for taking investment decisions for the clients
- Understand clients needs & requirements and accordingly position products & services
- Ensure ongoing self-development.
Employement Category:
Employement Type: Full timeIndustry: Banking
Functional Area: Sales
Role Category: Business Development Manager
Role/Responsibilies: Required MBA/ CFA (Level 2) for Business developement role
Contact Details:
Company: Monster IndiaLocation(s): Multi-City, India
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