Branch Manager-Sales - Financial Services

ABS International

job description

- 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

qualifications and years of experience :

- any graduate/ mba finance

- years of experience : 3 years - 7 years only from equity industry

preferred skills :

- excellent selling and relationship nurturing skills

- strong market connect to enable shifting of client-base to new set-up

- outstanding written and oral communication skills.

- 6+ years of proven record of managing hni/unhi clientele in investment/financial services and nurturing relationship with the customers

- teamwork and collaboration with research team

- strong organizational

• Experience

  2 - 8 Years

• No. of Openings

  4

• Education

  M.B.A/PGDM, Any Bachelor Degree

• Role

  Branch Manager

• Industry Type

  Banking / Financial Services / Stock Broking

• Gender

  [ Male / Female ]

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Office