Retail Sales / Equity Advisory - Cluster Manager

About our client :

Our client is a leading financial services provider in India, offering a wide range of products and solutions to cater to the diverse needs of their clients. They have a strong presence in the equity, debt, currency, commodity and derivatives markets, as well as in wealth management, insurance, mutual funds and portfolio management services.

Job Title : Retail Sales\ Equity Advisor - Cluster Manager (RM)

Preferred skills for Relationship Manager

Experience : 5 to 12 years

Location : Chennai

Qualification : Graduate / Post Graduate / MBA / PGDM

Certifications : NISM / NCFM

Roles and Responsibilities for Relationship Manager

Ensure that all branches / teams within the cluster meet or exceed their sales targets for banking products, broking services, mutual funds, wealth management, and insurance products.

Drive cross-selling of financial products across branches to maximize revenue generation, including broking services, insurance, loans, and investment products such as mutual funds and portfolio management services (PMS).

Develop strategies to retain existing clients by offering personalized financial advice, investment reviews, and continuous support to ensure long-term client satisfaction.

Building the team- Motivating, mentoring and guiding the team. Creating the business plan and help the team to achieve it.

To acquire and build relations with HNI, Retail and corporate customers.

To educate all segments of customers with various investments avenues available and to provide high quality advise to them on their asset s allocation.

To provide end to end service relations to existing customers relationship on a proactive manner.

Preferred Skills for Team Leader

Experience : 5 to 12 years

Location : Chennai

Qualification : Graduate / Post Graduate

Certifications : NISM / NCFM

Roles and Responsibilities for Team Leader

The individual is required to provide advisory services to High Net worth Individuals (HNI) and Retail clients in Equity, Derivatives, and Currency Markets.

Educate and attract customers to invest in the stock market

Ensure that internal controls are in place at the branch; and compliance requirements are adhered to

If required, punch and place orders, with the consent of customers

Their role includes activating clients through effective advisory and cross-selling products such as Mutual Funds, Insurance, and PMS to generate revenue.

Responsibilities also involve acquiring new clients, retaining existing clients, and addressing their complaints and queries. Additionally, client profiling is an integral part.

Support and provide inputs to the team in discharging of responsibilities