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