No longer accepting applications
(Immediate Start) PCG Sales
KG Engineering & ConsultancyJamnagar, Gujarat, India13 hours ago
Job descriptionThe Cluster Manager will be responsible for handling team thereby helping and coordinating with the teams for acquiring HNI clients (Affluent & Super Affluent) Maintaining client relationships and generate AUM from preferred clients. Supporting team in advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients Helping team to Track the Affluent & Super Affluent Client segment in the market for new client acquisition To research, investigate and update team on available investment opportunities / financial market trend to determine whether they fit into clients portfolios. To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients. To conduct and assist in organizing seminars, workshops and other business development activities. Ability to handle team. Ability to inspire trust and confidence in clients. Ability to engage clients in meaningful conversations about their finances and take active interest in their financial well being. A thorough understanding of financial markets, their behavior, movements and expectations with respect to market. Ability to process several inputs provided by research team and other sources and apply them to the specific context of several clients – thus generating insights for clients Good oral and written communication skills with clarity of thought, speech and expression Good interpersonal skills Good Analytical Skills General Competencies : Positive attitude, socially effective, high level of perseverance and patience Assertive & hard working Result oriented Strong analytical skills and ability to work in teams.
SUMMARY : - The Cluster Manager-Wealth is the ultimate face of the business. (S) He is going to be the responsible for generating business from the client with the help of team. (S) He would be responsible for acquiring High Net Worth relationships and managing a team of 8-10 RMs & retaining such relationships by delivering the best standards of services. (S) He would be expected to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice.
PRE-REQUISITES : -
- Team handling experience of atleast 6 peoples
- Cluster Managers with prior experience of working in a Broking / Private bank / wealth management set up.
- Handle and manage clients with a minimum Investment amount of Rs 25 Lakhs and above.
- Candidates having good vintage in their present as well as previous companies.
ROLES & RESPONSIBILITIES : -
JOB SPECIFICATIONS REQUIRED : Qualifications : An MBA / PGDM or Graduate – (Finance / Marketing) Degree holder or focused education in Financial planning / Wealth Management. Other qualifications like CFP will be an advantage. Experience : Minimum 4-5 yrs in handling HNI Relationship, Sales & Financial Planning of HNI Clients from BFSI sector with good business / market knowledge. Having experience of handling HNI Client Acquisitions and Relationship Management & service. Certification : NISM VIII (mandatory)
Desired Skill Set :
Create a job alert for this search
Immediate Start Sales • Jamnagar, Gujarat, India
Related jobs
Founded by IIM Bangalore and IEST Shibpur Alumni, Senzcraft is a hyper-automation company.Senzcraft vision is to Radically Simplify Today's Work.
And Design Business Process For The Future.Using int...Show moreLast updated: 2 days ago
Job Title : Remote Sales Executive – Lead Generation & Cold Calling.We are looking for a proactive and results-driven Remote Sales Executive to join our team.
In this role, you will independently gen...Show moreLast updated: 2 days ago
- Promoted
Sales Hunter - US Market
ACL Digitaljamnagar, gujarat, in Sales Hunter – US Market (Based in India).Noida / Bangalore / Hyderabad / Pune / Chennai / Remote.Please share your updated profile to sugantha.
Digital, Product Engineering, and Enterprise Solutions....Show moreLast updated: 17 days ago
- Promoted
- New!
Apply in 3 Minutes! PCG Sales
KG Engineering & ConsultancyJamnagar, Gujarat, India SUMMARY : - The Cluster Manager-Wealth is the ultimate face of the business.S) He is going to be the responsible for generating business from the client with the help of team.S) He would be responsi...Show moreLast updated: 1 hour ago
- Promoted
Sales Representative – GPU Cloud & AI Infrastructure
Novacore Innovations Private Limitedjamnagar, gujarat, in Novacore Innovations is building India’s next-generation.AI, ML, and enterprise workloads.NVIDIA Blackwell and H100 servers.
We’re looking for a driven and entrepreneurial.India’s most innovative st...Show moreLast updated: 15 days ago
- Promoted
- New!
(Immediate Start) MRD - Mass Retail Distribution Head
Vodafone Idea LimitedJamnagar, Gujarat, India Role Mass Distribution Head Job Level / Designation M3 / GM Function / Department Sales & Distribution Operations Location Gujarat Job Purpose - Facilitate, monitor and influence ZBMs, ASMs...Show moreLast updated: 1 hour ago
- Promoted
- New!
Immediate Start! Penetration Tester
Apphaz Security SolutionsJamnagar, Gujarat, India Company Description Apphaz Security Solutions is a trusted offensive security partner helping organizations proactively identify, assess, and mitigate security vulnerabilities.We offer a comprehen...Show moreLast updated: 1 hour ago
- Promoted
Organic Growth Marketer
Chargebeejamnagar, gujarat, in Chargebee is the leading Revenue Growth Management (RGM) platform for subscription businesses.Thousands of companies at every stage of development — from startups to enterprises — use Chargebee to ...Show moreLast updated: 4 days ago
- Promoted
- New!
▷ (Only 24h Left) Sales Engineer
Lubi ElectronicsJamnagar, Gujarat, India About Company : We are proud to introduce our company and showcase the wide array of solutions we bring to our customers.
Since 1997, Lubi Electronics has been a driving force empowering industries...Show moreLast updated: 1 hour ago
- Promoted
Pre Sales Associate
RuvimoJamnagar, IN Location : Work From Home (Mumbai preferred).Shift Timing : 10 : 30 PM to 7 : 30 AM IST (US Shift).Ruvimo is looking for sharp, energetic, and smart Pre-Sales Executives to join our growing team.Your pri...Show moreLast updated: 26 days ago
- Promoted
Mobile Engineer - 3k per month - Immediate start
nineDots.ioJamnagar, Gujarat, India What’s In It For You Rate : 3k per month Contract : 3 months with 3-month extensions Impact : You’ll be hands-on from day one — no endless onboarding, just getting stuff built.Industry : Fintech (P...Show moreLast updated: 24 days ago
- Promoted
- New!
▷ (Immediate Start) Business Manager- International Market
RENÉE CosmeticsJamnagar, Gujarat, India About Us : Timelessly inspired, endlessly enhanced – RENÉE Cosmetics is an Indian makeup brand that's redefining beauty with its range of high-quality, cruelty-free, and FDA-approved innovative pro...Show moreLast updated: 1 hour ago
- Promoted
- New!
Urgent Search! Purchase Assistant - Electronic Components
Multispan Control Instruments Pvt LtdJamnagar, Gujarat, India Job Title : Purchase Assistant - Electronic Components / Semiconductor Job Location : Ahmedabad Responsibilities : - Procure Electronic components / Semiconductor material, and other goods within s...Show moreLast updated: 1 hour ago
- Promoted
Technical Product Engineer (Salesforce + Automation | API | No-Code)
Magma Digital VenturesJamnagar, IN Technical Product Engineer (Salesforce + Automation | API | No-Code).We are a fast-growing technology and consulting organization driving.
Our teams design and implement scalable systems that connec...Show moreLast updated: 2 days ago
- Promoted
Automation Engineer / Remote Opportunity / 3-5 years / Immediate to 15 days notice preferred
SenzcraftJamnagar, INRemote
- Promoted
- New!
Tech Generalist / Problem Solver
BigtoeJamnagar, IN Bigtoe is one of the fastest-growing on-site massage and wellness platforms in the U.Laravel + React Native stack and powered by an ambitious product roadmap.
We’re scaling rapidly and constantly im...Show moreLast updated: 18 hours ago
- Promoted
Remote Sales Executive – Lead Generation & Cold Calling
SSK AutoWorksjamnagar, gujarat, inRemote
- Promoted
PPC / Growth Manager
QuickllyJamnagar, IN Note : Immediate / 15 days Joining Only.Setting up Google AdWords and Bing campaigns by conducting target keyword research & writing relevant ad copies, whilst ensuring effective campaign and keyword ...Show moreLast updated: 30+ days ago
- Promoted
Immediate Opening for SAP BTP with CAPM Consultant
GyanSys Inc.Jamnagar, IN Resources must have knowledge and working experience on Workzone, BAS (Node JS / CAPM) , Build apps and Workflows (process automation).
Also, if resource having knowledge / working experience on Tas...Show moreLast updated: 30+ days ago
- Promoted
Active Pharmaceutical Ingredient Sales for Pesticide
Ningxia Taiyicin BiotechJamnagar, IN Duowei Medical Group is a comprehensive enterprise specializing in the pharmaceutical and chemical industries.Established in 1996, after nearly 30 years of stable development, the group's business ...Show moreLast updated: 30+ days ago