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Acquisition Relationship Manager
Acquisition Relationship Manager
Job Role:
J1. Data Acquisition
a. Using publicly available resources like internet and directories
b. Using existing social/professional network to generate references
c. Area mapping for generation of Databases for ultra HNIs and mid sized corporate
2. Data Mining
a. Study existing databases to figure out possible prospects
b. Liaise with other group/non group entities to generate future business
3. Prospect Ownership
a. Schedule meeting of attached RM with the prospects
b. Update the same on CRM systems
c. Accompany RM for these meetings
d. Assist the RM in making the investment proposal
e. Liaise with Servicing to consummate the documentation
f. End to end follow up with the RM till conversion
Job Requirements:
J Excellent written and oral communication skills
Selling Skills
Proficient in Microsoft Applications - Excel, Word & PowerPoint
Experience in investment/financial services industry
Teamwork and Collaboration
Relationship Building