Branch Manager - Sales - Financial Services
- Talentstack Consulting
- 6 to 7 Yrs
- Mumbai
- 3 years ago
- Email to a friend
- Report this job
Job Description
Job description
Role and Responsibilities :
- Responsible for acquiring and developing preferred clients in HNI / Ultra HNI segment.
- Identification of customer needs and provide them with right financial planning assistance, asset allocation and coordinate with product and research team for taking investment decision for the clients.(Products-Equity, Mutual funds, SIP, Bonds )
- Maintaining strong client relationships and generate revenue from preferred clients. Build and deepen relationships with existing HNI/UHNI Customers to achieve an increase in the share of wallet.
- Track the HNI/Ultra HNI segment in the market for new client acquisition to research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients- portfolios.
- Responsible for achieving targets based on acquisition and revenue generation majorly through Equity
- Initiates periodic meetings with the Research team to enable them to give structural segment market fundamental report, which facilitates the HNI/UHNI clients to invest better.
- Responsible for Cross-Selling of product like SIP, MF, FIP, PMS, Life Insurance, etc.
- Acts as a critical link in enabling one to one discussions, presentations to select group of HNI/UHNI for their investment needs.
- Adhere to all company processes and policies by fulfilling the compliance standards in Financial Planning, Asset Allocation and Product Sales
Qualifications and Years of Experience :
- Any graduate/ MBA Finance
- Years of Experience : 3 Years - 7 Years only from Equity Industry
Preferred Skills :
- Excellent selling and relationship nurturing skills
- Strong market connect to enable shifting of client-base to new set-up
- Outstanding written and oral communication skills.
- 6+ years of proven record of managing HNI/UNHI clientele in investment/ financial services and nurturing relationship with the customers
- Teamwork and Collaboration with research team
- Strong Organizational building skills.
- Should have sound exposure of capital markets
Employement Category:
Employement Type: Full timeIndustry: Banking / Financial Services
Role Category: Sales / BD
Functional Area: Not Applicable
Role/Responsibilies: Branch Manager - Sales - Financial Services
Contact Details:
Company: Talentstack ConsultingLocation(s): Mumbai
Keyskills: sales auditing accounting financial services branch management
Similar positions
Talentstack Consulting
We are a boutique Executive & Technology search firm headquartered in Mumbai with offices in Bangalore & Dubai. We specialize in Recruiting quality employees in multiple industries and across various domains i.e. IT & ITES, E–Commerce, Hospitality, Healthcare, Education, BFSI, R...
Job Listings
We are in open beta version of website, please let us know if any issues, at: info(at)indigojobs.in