Wealth Management Executive
4 weeks ago
Drive deposit mobilization and build strategic relationships for the company, serving as a single point of contact for new business and existing portfolios.
- Source appropriately priced and structured deposit liabilities from retail and institutional sources.
- Maintain relationships with prospects and generate liability.
- Market and sell company deposit products.
- Meet and exceed targets and quota in deposit mobilization and other assigned tasks.
- Propose services, upsell, and cross-sell.
- Participate in creating new marketing strategies based on field experience.
- Ensure the fixed deposit investment plan form is completed and registered.
- Inform clients of investment status.
- Hold a first degree in any discipline from a reputable institution.
- Have a proven track record of meeting or exceeding targets as an individual contributor.
- Have experience building a territory from scratch.
- Have knowledge of deal structuring and closing principles.
- Have strong communication and networking skills.
About the Company:
A reputable financial institution with a strong presence in the market.
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