Monday, October 17, 2016


Acquisition Relationship Manager

Wealth Management
Reporting Relationships
AVP – Client Acquisitions
Deputy Manager/ Manager
No. of Positions

 Required: Fresh Graduate (any discipline)

1.    Data Acquisition
a.    Using publicly available resources like internet and directories
b.    Using existing social/professional network to generate references
c.     Area mapping for generation of Databases for ultra HNIs and mid sized corporate
2.    Data Mining
a.    Study existing databases to figure out possible prospects
b.    Liaise with other group/non group entities to generate future business
3.    Prospect Ownership
a.    Schedule meeting of attached RM with the prospects
b.    Update the same on CRM systems
c.     Accompany RM for these meetings
d.    End to end follow up with the RM till conversion

§  Excellent written and oral communication skills
§  Selling Skills
§  Proficient in Microsoft Applications - Excel, Word & PowerPoint
§  Experience in investment/financial services industry
§  Teamwork and Collaboration
§  Relationship Building

If you wish to apply for this job position, please mail your Resume to

Please mention the following in the subject line as ”Position Name” –“Your Name” – “Your Current Businessgroup

Last date: October 28, 2016

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