Cluster Manager / Team Leader - HNI Sales, Stock / Equity Broking
ConfidentialRajkot, Kolkata, Delhi30+ days ago
Job descriptionWould be responsible for acquiring High Net Worth relationships and managing a team of 8-10 Relationship Managers. Would establish ties with HNI UHNI clinets by designing & implementing their financial plans, and ensuring that they receive and execute on the right advice. The Cluster Manager will be responsible for handling team thereby helping and coordinating with the teams for acquiring HNI / UHNI 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.
Skills Required
Hni Sales, Equity Broking, Portfolio Management, Financial Analysis, Client Relationship
Create a job alert for this search
Team Leader Sales • Rajkot, Kolkata, Delhi
Related jobs
- Promoted
Assistant Manager
Gujju ExportMorbi, Gujarat, India Manage Amazon Seller Central operations.Create and optimize product listings.Monitor account health metrics and ensure compliance.
Coordinate with internal teams for pricing, stock, and order manage...Show moreLast updated: 30+ days ago
- Promoted
Team Lead -Power Bi
Programmers.iorajkot, gujarat, in Shift Timings : Should be able to work until 10 : 30 PM IST.Location : PAN INDIA Remote, Work from Home.Experience Required : 7 - 15 Years.
Strong expertise in Power BI, DAX, SQL, Data Modelling, PowerBi...Show moreLast updated: 1 day ago
- Promoted
Relationship Manager - Large / Mid Corporate
InvoicemartRajkot, Gujarat, India We have an opportunity for Relationship Manager & Client Relationship Manager - at Ahmedabad & Pune location with INVOICEMART - A.
TREDS Limited (a group company of Axis Bank) is a national level on...Show moreLast updated: 30+ days ago
- Promoted
Cluster Sales Manager
ConfidentialRajkot We are looking a dynamic and experienced Team leader to join our Banca Channel.The ideal candidate should have strong experience in insurance.
Build strong relationship with Bank branch staff for bu...Show moreLast updated: 30+ days ago
- Promoted
Sales Team Lead
Medivant Healthcarerajkot, gujarat, in Medivant Healthcare is a fast-growing pharmaceutical manufacturing company with a focus on providing high-quality, affordable healthcare solutions.
We are looking for an experienced.Lead and supervi...Show moreLast updated: 1 day ago
- Promoted
HDB Financial Services - Cluster Manager
HDB Financial Services LtdRajkot,Gujarat, India Interact regularly with Branch Managers / Branch Sales Managers / Sales Staff to set targets achieve required sales.Recruitment, Handling and grooming of the Branch Manager in presentation selling ski...Show moreLast updated: 30+ days ago
- Promoted
- New!
Cluster Manager PCG Sales
KG Engineering & ConsultancyRajkot, Gujarat, India Job Description – Cluster Manager / Team Leader – HNI Sales SUMMARY : - The Cluster Manager-Wealth is the ultimate face of the business.
S) He is going to be the responsible for generating business fro...Show moreLast updated: 21 hours ago
- Promoted
PPC / Growth Manager
QuickllyRajkot, 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
Inside Sales Manager
Xenspire Grouprajkot, gujarat, in We're Hiring : Inside Sales Manager – Global Staffing, RaaS & Contingent Search (India).Hyderabad (Remote / Onsite, US Time Zone).
Staffing | RaaS | Recruitment Tech | SaaS Sales.Xenspire Group is rede...Show moreLast updated: 13 days ago
- Promoted
Assistant eCommerce Manager
Gujju ExportMorbi, Republic Of India, IN Manage Amazon Seller Central operations.Create and optimize product listings.Monitor account health metrics and ensure compliance.
Coordinate with internal teams for pricing, stock, and order manage...Show moreLast updated: 30+ days ago
- Promoted
- New!
Relationship Manager Corporate Banking
BankBank, India Corporate Banking RMs willing to join a growing bank at 35-40 LPA must connect me over WhatsApp.Ability to originate business and cross sell from Mid-Market companies is a MUST have.Show moreLast updated: 14 hours ago
- Promoted
Senior Virtual Relationship Manager.Business Banking-VRM SME (Mashreq Global Network India)
Mashreqrajkot, gujarat, in Manage a set of existing Platform / Neobiz relationships through outbound calling channels.To achieve assigned financial and non-financial target by calling the customers.
Manage all customers focusin...Show moreLast updated: 1 day ago
- Promoted
Amazon Marketplace Operations Specialist
Gujju ExportMorbi, Republic Of India, IN Manage Amazon Seller Central operations.Create and optimize product listings.Monitor account health metrics and ensure compliance.
Coordinate with internal teams for pricing, stock, and order manage...Show moreLast updated: 30+ days ago
- Promoted
Urban Money - Cluster Head / Branch Manager
First Advisor / FA WIZARD Pvt Ltd.Rajkot,Gujarat, India Company Money is India's first unbiased loan advisory services firm.We specialize in advising on all types of loans and mortgage solutions.
Our team comprises talents from leading banking and ...Show moreLast updated: 30+ days ago
- Promoted
Regional Head NRI Virutal Channel
Quotient Consultancyrajkot, gujarat, in Leading bank Hiring Cluster Manager Branch Banking & Regional Head NRI Virtual.Interested please call MAHEK 9137263337 and share CV at quotientconsultancy@gmail.
Cluster Manager Branch Banking.Show moreLast updated: 27 days ago
- Promoted
Cluster Head Branch Manager BSM RM
ConfidentialRajkot, India Urban Money is India's first unbiased loan advisory services firm.We specialize in advising on all types of loans and mortgage solutions.
Our team comprises talents from leading banking and financia...Show moreLast updated: 4 days ago
- Promoted
- New!
Team Leader - Medium Enterprise group
skillventory - A Leading Talent Research Firmrajkot, India The role holder is responsible for structuring of deals and portfolio management of various clients and also for managing and leading a group of team members, who are responsible for acquiring and ...Show moreLast updated: 15 hours ago
- Promoted
- New!
Tally & Accounts Executive
MYSK BEAUTY PRIVATE LIMITEDBank, India Regular Bank debit and credit reconciliation.Order Processing on shopify and marketplaces.Resolving any disputes related to same.
Tally entry of stock, Purchase, Sales invoice and receipts etc.Other...Show moreLast updated: 14 hours ago