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Branch Manager - Sales - Financial Services

6.00 to 7.00 Years   Mumbai City   17 May, 2022
TALENTSTACK CONSULTING PRIVATE LIMITED
Job LocationMumbai City
EducationNot Mentioned
SalaryNot Disclosed
IndustryBanking / Financial Services
Functional AreaSales / BD
EmploymentTypeFull-time

Job Description

    Job descriptionRole 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 SalesQualifications and Years of Experience :- Any graduate/ MBA Finance- Years of Experience : 3 Years - 7 Years only from Equity IndustryPreferred 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

Keyskills :
salesauditingaccountingfinancial services

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