Overview
As a CRM/ BDM Manager for Wealth Management in Gurgaon, you will be responsible for:
- Demonstrating financial markets product knowledge
- Utilizing financial analysis and risk management knowledge
- Showcasing excellent communication and presentation skills
- Implementing client relationship management skills
- Managing and prioritizing multiple tasks and projects in a fast-paced environment
- Understanding client business models and focusing on new client acquisitions
- Utilizing sales skills for negotiation, presentation, and client acquisition
- Keeping updated with recent technologies in Financial Markets & Business
- Closing deals effectively and executing them
- Having strong cross-cultural awareness and interpersonal skills
- Upholding a high degree of integrity, ethical conduct, and professionalism
Qualifications required for this role include:
- Bachelor's degree in Finance, Business Administration, Economics, or related field
- Master's degree or CFA Charter holder is a plus
Please note that the company details provided are:
- Satish Kohli
- Email: capitalplacement02@gmail.com
- Phone: 9891750342
- Website: 7895263093