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Not Disclosed by Recruiter Openings: 1 Posted 30+ days ago Job Applicants: 105 Job Views: 575

Job Description

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    Location : Ahmedabad/Amritsar/Bangalore/Delhi NCR/Faridabad/Greater Noida/Gujarat/Gurgaon/Gurugram/Hyderabad/Mumbai

    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 profile

    Experience :

    - Minimum 4 yrs of experience as Sales / Business Development in Banking / Financial Services / Insurance

    - Team Handling experience is must

    - Require candidates specifically from Equity Vertical & Stock Brokering

    - Total Experience required 3-4 years in which 1+ years should be into Team Handling

Salary: Not Disclosed by Recruiter

Industry: Banking, Financial Services, Broking

Functional Area: Financial Services , Banking , Investments , Insurance

Role Category:Retail/Personal Banking

Role:Branch Manager

Employment Type: Full Time, Permanent


Sales HNI Sales Cross Selling UHNI Sales Insurance Sales Investment / Trading Product Sales Equity Sales Broking Services Sales Life Insurance Sales


UG: Any Graduate - Any Specialization

PG:Any Postgraduate - Any Specialization

Doctorate:Doctorate Not Required

Company Profile:

HR Devi Talent Acquisition

Leading Client
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Job Posted by

Swati Deshpande Director HRdevi Talent Acqusition Lucknow


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