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Cluster Manager / Team Leader - HNI Sales, Stock / Equity Broking

Cluster Manager / Team Leader - HNI Sales, Stock / Equity Broking

ConfidentialKolkata, Delhi, Rajkot
30+ days ago
Job description
  • Would 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

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    Team Leader Sales • Kolkata, Delhi, Rajkot

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