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Regional Head

2.00 to 6.00 Years   Pune   21 Jul, 2023
Acme Services Private Limited
Job LocationPune
EducationNot Mentioned
SalaryRs 2.5 - 5 Lakh/Yr
IndustryBroking
Functional AreaSales / BD
EmploymentTypeFull-time

Job Description

    Designation- Regional Head. Location- PuneDesired Skills - Good Communication skillsQualification Graduate/MBAROLES & RESPONSIBILITIES:- The City Head will be responsible for handling the team thereby helping and coordinating with the teams for acquiring HNI clients (Affluent & Super Affluent)- Maintaining client relationships and generating AUM from preferred clients.- Supporting the team in advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet of existing clients- Helping team to Track the Affluent & Super Affluent Client segment in the market for new client acquisition- To research, investigate and update the team on available investment opportunities/financial market trends to determine whether they fit into clients portfolios.- To Coordinate with the product and research team (Centralized CFP Team) for taking investment decisions for the clients.- To conduct and assist in organizing seminars, workshops, and other business development activities.Kindly acknowledge the mail, so I can precede your cv for shortlisting.

Keyskills :
direct salessalesb2cclient acquisitionb2b sales

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