Client Activation : Client Relationship Manager

3 - 5 years

3 - 4 Lacs

Nashik, Aurangabad, Amravati

Posted:2 weeks ago| Platform: Naukri logo

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Skills Required

Capital Market Sales Investment Banking Portfolio Management Financial Advisory Wealth Management Investment Advisory

Work Mode

Work from Office

Job Type

Full Time

Job Description

Responsible to map clients internally as per the assigned quality parameters. Responsible to analyze new Client Quality. Being a strong link between the Sales and the Dealing team to ensure client activation & mapping. Responsible to Track stop trades & formulate strategy for activation. Achieve of monthly / quarterly & yearly targets of new client revenue & increase in AUM as defined by the organization Conducting synergy meetings between internal teams with a objective to meet set targets Check gaps and conduct quality training for the sales teams for time to time and report to Management Will be responsible to prepare relevant dashboards and give insights for quality improvement for end-to-end Quality assurance and auditing.

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Sbicap Securities
Sbicap Securities

Investment Banking

Mumbai

N/A Employees

186 Jobs

    Key People

  • Srinivas N. K.

    Managing Director
  • Anup Bagchi

    Executive Director

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