Strategic Team Lead
5 days ago
Key Responsibilities:
- Client Relationship Management
- Investment Portfolio Management
- Client Acquisition and Retention
- Business Development
About the Role:
The ideal candidate will have a strong background in managing client relationships and generating new business opportunities. S/he will be responsible for maintaining existing client relationships, identifying new business opportunities, and coordinating with internal teams to achieve sales targets.
Responsibilities:
- Maintain strong relationships with existing clients and identify opportunities to deepen their wallets.
- Research and recommend investment products to clients to meet their financial goals.
- Collaborate with internal teams to develop and implement sales strategies.
- Monitor market trends and competitor activity to stay ahead in the market.
Requirements:
- Strong communication and relationship-building skills.
- Ability to work in a fast-paced environment and meet sales targets.
- Knowledge of financial markets and investment products.
- Experience in client relationship management and business development.
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