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13/07 Swati Deshpande
HR at HR Devi Talent Acquisition

Views:196 Applications:49 Rec. Actions:Recruiter Actions:2

Branch Manager - Equity Sales - BFSI (4-8 yrs)

Ahmedabad/Amritsar/Bangalore/Delhi NCR/Faridabad/Greater Noida/Gujarat/Gurgaon/Gurugram/Hyderabad/Mu Job Code: 82723

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

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

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.

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