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Responsibility:
Identifies and cultivates prospects and/or clients
Initiates and follows up on new business opportunities.
Leads new business meetings and closes sales toinstitutionalinvestors and consultants.
Leverages the organizations relationship with new existinginstitutionalaccounts by
developing and executing proactive, creative, and ongoing contact initiatives.
Develops and maintains relationships with advisors and consultants.
Acts as a liaison to the investment management groups to ensure active, enthusiastic
support of the sales and marketing process.
Collaborates with the Marketing team on product and sales materials to ensure they are
current and focused for the applicable presentation, conference, or opportunity.
Works closely with MyLead team members to further develop sales opportunities.
Requirements
Minimum 5-10+years of professional working experience.
Relevant experience in Investment/Wealth Management or Financial Services is preferred.
Must have demonstrated ability to create sales/relationship opportunities with clients,
prospects and consultants in assigned market segments.
Must have excellent sales skills and in-depth product and broad investment knowledge.
Skills / Other Personal Attributes Required:
Strong communication and presentation skills
Ability to work well with a variety of people at all levels of the organization
Demonstrated ability to close business
General understanding of the financial markets and investment vehicles
Location- Santacruz, Mumbai
Karizma Konnect
