Branch Manager - Sales - Financial Services @ Talentstack Consulting

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

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Rs 0 - 50K PM Rs 50K - 1 LPA Rs 1.0 - 1.5 LPA Rs 1.5 - 2.0 LPA Rs 2.0 - 2.5 LPA Rs 2.5 - 3.0 LPA Rs 3.0 - 3.5 LPA Rs 3.5 - 4.0 LPA Rs 4.0 - 4.5 LPA Rs 4.5 - 5.0 LPA Rs 5 - 6 LPA Rs 6 - 7 LPA Rs 7 - 8 LPA Rs 8 - 9 LPA Rs 9 - 10 LPA Rs 10 - 12 LPA Rs 12 - 14 LPA Rs 14 - 16 LPA Rs 16 - 18 LPA Rs 18 - 20 LPA Rs 20 - 22 LPA Rs 22 - 24 LPA Rs 24 - 26 LPA Rs 26 - 28 LPA Rs 28 - 30 LPA Rs 30 - 32 LPA Rs 32 - 34 LPA Rs 34 - 36 LPA Rs 36 - 38 LPA Rs 38 - 40 LPA Rs 40 - 42 LPA Rs 42 - 44 LPA Rs 44 - 46 LPA Rs 46 - 48 LPA Rs 48 - 50 LPA Rs 50 - 75 LPA Rs 75 Lakh - 1C PA Rs 1 Crore+ PA

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Keyskills:   sales auditing accounting financial services branch management