No longer accepting applications

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

ConfidentialSurat, Ahmedabad, Vadodara

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

Create a job alert for this search

Sales Leader • Surat, Ahmedabad, Vadodara

Related jobs

Promoted

Manager- SACCR / Counterparty Credit Risk

EvalueserveNadiad, IN

Elevate Your Impact Through Innovation and Learning.Evalueserve is a global leader in delivering innovative and sustainable solutions to a diverse range of clients, including over 30% of Fortune 50...Show moreLast updated: 8 days ago

Promoted

Manager - CRM

EmeritusVadodara, IN

Emeritus is committed to teaching the skills of the future by making high-quality education accessible and affordable to individuals, companies, and governments around the world.It does this by col...Show moreLast updated: 6 days ago

Promoted

Sell-Side Manager [T500-20181]

Talent500Vadodara, IN

Talent500 is hiring for one of its clients : .Careem is the internet platform for the greater Middle East region.A pioneer of the region's ride-hailing economy, Careem is expanding services across it...Show moreLast updated: 8 days ago

Promoted

Business Head

White Force GroupNadiad, IN

URGENT HIRING for DSA Acquisition Manager.Location : Multiple – Andhra Pradesh, Rest of Karnataka, Madhya Pradesh, Chhattisgarh, Odisha, Haryana, Jharkhand, Bihar, West Bengal, Assam, Gujarat, Punja...Show moreLast updated: 14 days ago

Promoted

Sales Hunter - US Market

ACL Digitalanand, 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: 7 days ago

Promoted

Bid Manager

Infoneticaanand, gujarat, in

Infonetica is a UK-based software company that provides specialist research management solutions to universities, research hospitals, and public research bodies worldwide.We are expanding our globa...Show moreLast updated: 8 days ago

Promoted

Manager

BristleconeNadiad, IN

Business Process Lead – Order-to-Cash (OTC).Bristlecone, a Mahindra company, is a leading supply chain and business analytics advisor, rated by Gartner as one of the top ten system integrators in t...Show moreLast updated: 15 days ago

Promoted

Senior Bid Manager

TagVadodara, IN

Responsible for end-to-end management of B2B Sales Process (both New BiZ and Accounts) – right from PQQ / ITT / RFI until RFP / Closure stages helping the organization to achieve its Growth objectives.Pl...Show moreLast updated: 30+ days ago

Promoted

Lead Generation Specialist

Laverne FintechVadodara, Gujarat, India

Lead Generation Specialist (Insurance Sales Representative).Insurance Sales Representative.Laverne Fintech is the Indian arm of. We specialize in providing financial planning, general insurance, hom...Show moreLast updated: 9 days ago

Promoted

Head of Sales

The Language SKOOLAnand, IN

Position : Head of Sales and Business Development | Remote.Education / EdTech / Language Training industry).About Us – The Language SKOOL (TLS). The Language SKOOL is one of India’s largest online platfo...Show moreLast updated: 6 days ago

Promoted

Lead Generation & Sales Consultant - EdTech

Iridescent Technologyanand, gujarat, in

Business Development Manager – Organic Lead Generation.Growth Engineering Impact Suite & Zavmo.Location : India (Remote) | Target Market : UK EdTech – Enterprise & Educational Institutions.Experience...Show moreLast updated: 3 days ago

Promoted

Krishna Defence & Allied Industries - General Manager - Accounts

Krishna Allied Industries Pvt LtdVadodara, India

About the job : Are you a seasoned finance professional ready to lead the accounts function at one of the fastest-growing manufacturing setups in Gujarat? Join us as General Man...Show moreLast updated: 25 days ago

Promoted

PPC / Growth Manager

QuickllyAnand, 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

Business Head - Staffing / EOR

HireBoundAnand, IN

As the Business Head EOR / Staffing, you’ll own the P&L, strategy, and execution of our EOR and staffing business.You’ll work closely with the founders to define the GTM strategy, acquire and onboa...Show moreLast updated: 4 days ago

Promoted

Business Manager- Sales

LivspaceVadodara, Gujarat, India

Livspace is Asiaʼs largest and fastest-growing omnichannel home interiors and renovation platform.Using its proprietary technology, Livspace provides a one-stop renovation solution for homeowners—f...Show moreLast updated: 16 days ago

Promoted

IndusInd Bank - Relationship Manager - Agri Business Group

INDUSIND BANK LIMITEDBaroda, India

The candidate will be responsible for bringing aggressive growth through DISBURSEMENT of New to Bank & existing book of the Agri Business segment. Specific Roles and Responsibilities : ...Show moreLast updated: 30+ days ago

Promoted

Manager - Investor Relations & Corporate Development

PazagoVadodara, IN

Pazago transforms the export experience, making each export order faster, more efficient, and stress-free.With streamlined processes and complete visibility, exporters save time, cut costs, and gai...Show moreLast updated: 26 days ago

Promoted

Inside Sales Manager

Xenspire Groupanand, 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: 7 days ago