SBU Head (Equity Sales)

Key Responsibilities:

• Lead a high-performing team to meet sales, operations, and revenue targets.

• Develop and execute strategies for expanding client portfolios through cross-sell and up-sell initiatives.

• Identify and develop long-term revenue growth opportunities for investment products, Mutual fund, PMS, Private Equity, Bonds, Insurance (GI & LI) and more.

• Drive and develop new business opportunities from a targeted pipeline, ensuring growth and achievement of business goals.

• Prepare and present detailed fortnightly, monthly, and quarterly performance reports to internal stakeholders for review and strategic planning.

• Build and maintain strong client relationships to identify opportunities for cross-selling, up-selling, and expanding business with existing clients.

• Design and execute strategic marketing and distribution plans for financial products, identifying optimal sales channels and creating recommendation roadmaps.

• Acquire new clients by targeting the Affluent and Super Affluent segments, identifying and tracking market trends to grow the client base.

• Provide personalized investment advice to affluent clients, managing and optimizing their financial portfolios to meet their individual goals.

• Continuously research and evaluate emerging investment opportunities and financial market trends to ensure alignment with client portfolios and objectives.

• Collaborate with product and research teams to tailor investment decisions based on client financial needs and market insights.

• Lead the recruitment, training, and performance management of team members, ensuring high efficiency in sales and operations.

• Conduct regular meetings to establish objectives, review progress, and streamline sales and operational processes for optimal team performance.

• Experience

  5 - 11 Years

• No. of Openings

  10

• Education

  Graduate (B.Com)

• Role

  Equity Advisor

• Industry Type

  Banking

• Gender

  [ Male / Female ]

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Office

• Face Interview Location

  Unit Number - 205, 206 & 207, 2nd Floor, Trade Centre, Opposite MTNL, G Block, Bandra Kurla Complex,