Client OriginationMumbai

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  • CategoryFinance
  • Sub CategoryRelationship Manager
  • LocationMumbai
  • CompanyCentrum
  • Posted date on our Website08 December 2012
  • Expiration Date08 December 2012

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Here are the details of Client Origination job in Centrum. This job or placement paper has been sourced from either company website or newspaper or other media and from students who appeared for this job. User is requested to verify the data before applying for the job.

Company - Centrum Broking Ltd.

Vertical - Private Client Group (PCG)

Location - Mumbai

Job Description    

-Drive  business  by  acquiring  PCG  /  HNI  /  Corporate  clients.
-Acquiring  new  clients  and  advising  on  their  long  term  and  short  term  investments 
-Assist  clients  in  financial  planning,  maintain  /  advise  client  on  personal  portfolio
-Building  and  maintaining  relationships.
-Ensure  all  performance  standards  are  met  viz.  business  targets,  expansion  of  internal  and  external  relationships,  drive  sales,  implement  strategies  to  grow  market  share. 
-Identify  and  implement  ways  to  improve  performance
-Identify  new  tie-ups  and  explore  business  opportunity.
-Ensure  adherence  to  risk  &  compliance  norms.

Candidate Profile    

-2-5  Years  of  relevant  experience  in  the  area  of  Sales  &  Marketing    in  Broking/  Financial  /  Banking  Products. 
-Proven  Experience  in  sales  and  client  focus
-Capable  to  analyse  data  and  able  to  understand  market  dynamics
-Effective  communication  skills

Key Skill    

-Strong  Relationship  and  influencing  skills
-Result  Orientation  &  Process  Focused
-Customer  focused  and  Strong  in  building  Relationship  with  clients.

Reporting To - Vice President - PCG

Centrum is a leading financial services company offering innovative, customised and integrated financial solutions.

Centrum Capital Ltd. and its subsidiaries mainly, Centrum Broking Ltd., Centrum Wealth Management Ltd., CentrumDirect Ltd., Club 7 Holidays, Centrum Financial Services Ltd. and Centrum Infrastructure & Reality Ltd. offer value-added products and services.

Centrum is a one-stop solution for investment banking, wealth management, portfolio management, stock broking, foreign exchange, travel , lending, infrastructure and real estate advisory services. Being a full service financial institution, It offer compelling cross-selling opportunities.

Contact Details:

C.S.T. Road, Vidyanagari Marg, Kalina,
Santacruz (East), Mumbai – 400 098, India
Phone: (022) 4215 9000

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