Branch Manager ( Equity Sales )
- Responsible for acquiring and developing preferred clients in HNI / Ultra HNI segment.
- Identification of customer needs and provide them with right financial planning assistance, asset allocation and coordinate with product and research team for taking investment decision for the clients.(Products-Equity, Mutual funds, SIP, Bonds )
- Maintaining strong client relationships and generate revenue from preferred clients. Build and deepen relationships with existing HNI/UHNI Customers to achieve an increase in the share of wallet.
- Track the HNI/Ultra HNI segment in the market for new client acquisition to research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients- portfolios.
- Responsible for achieving targets based on acquisition and revenue generation majorly through Equity
- Initiates periodic meetings with the Research team to enable them to give structural segment market fundamental report, which facilitates the HNI/UHNI clients to invest better.
- Responsible for Cross Selling of product like SIP, MF, FIP, PMS, Life Insurance, etc.
- Acts as a critical link in enabling one to one discussions, presentations to select group of HNI/UHNI for their investment needs.
- Adhere to all company processes and policies by fulfilling the compliance standards in Financial Planning, Asset Allocation, and Product Sales
Required Candidate profileExperience :
Salary: Not Disclosed by Recruiter
Industry: Banking, Financial Services, Broking
Role Category:Retail/Personal Banking
Employment Type: Full Time, Permanent
UG: Any Graduate - Any Specialization
PG:Any Postgraduate - Any Specialization
Doctorate:Doctorate Not Required
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