CRM/ BDM Manager For Wealth Management

As a CRM/BDM Manager for Wealth Management in Ahmedabad, Gurgaon, and Mumbai, your role will involve the following responsibilities: - Having a strong understanding of financial markets products and knowledge in financial analysis and risk management. - Demonstrating excellent communication and presentation skills. - Managing client relationships and effectively prioritizing tasks and projects in a fast-paced environment. - Understanding client business models and focusing on new client acquisitions. - Showcasing sales skills with expertise in negotiation, presentation, and client acquisition. - Keeping up to date with recent technologies in financial markets and business. - Closing deals efficiently and executing them effectively. - Possessing 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 a related field. - A Master's degree or CFA Charter holder certification is considered a plus. The company is offering an experience range of 5 to 11 years with a salary ranging from 10 Lac to 30 Lac P.A. The industry is classified as ITES/BPO/KPO/LPO/Customer Service. Key Skills required for this role include CRM, BDM, Financial Products, Customer Relationship Executive, Customer Handling, and Client Relationship.,