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Hiring for Investment Lead - Banking in Mumbai, for Exp. 4 - 6 yrs at Kelly Services.,Mumbai (Job in Mumbai)

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Job Description:Investment Lead Roles Responsibilities : - Achieve Business Plans, Productivity and Profitability by ensuring Lead Generation Conversion for investment into Loans. - Originating new investors by direct coverage of individuals, HNIs and UHNIs. Ensuring on boarded investors make continuous investments. - Managing the channel of investment advisors, mutual fund distributors, insurance agents, chartered accountants, wealth managers, etc for onboarding investors and generating investments into Loans - Managing and maintaining oversight of the investment portfolio, keeping the investors abreast with portfolio performance and advising them on future investments. - Educate the Customer, understand their needs and ensure those needs are met. - Train, retrain, provide regular feedback and motivate the team to enhance individual and team productivity. - Develop a business plan and sales strategy for the market that ensures attainment of company sales goals and profitability. - Prepare action plans individually for effective search of sales leads, prospects, referrals and advisors. - Initiate Strategic Tie-ups with various stake holders for enhancement of business.


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Posted on: Sunday, 13 January, 2019  03:55
Expires On: Sunday, 03 April, 2022  18:30

 
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