Acquisition
Relationship Manager
Department
|
Wealth
Management
|
Location
|
Kolkata
|
Reporting Relationships
|
AVP
– Client Acquisitions
|
Grade
|
Deputy
Manager/ Manager
|
No. of Positions
|
1
|
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
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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