Manager Recruitments at Derive Management Solutions Pvt Ltd
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Cluster Head - Corporate Sales/Wealth Sales (8-20 yrs)
Job Description - Cluster Head
SUMMARY: -
The Cluster Head is the ultimate face of the business. He is going to be the responsible for generating business from the client with the help of team. He would be responsible for acquiring High Net Worth relationships and managing a team & retaining such relationships by delivering the best standards of services. He would be expected to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice.
ROLES & RESPONSIBILITIES :
- Minimum 14 A/C's of 5 Lac of Initial Margin. Min 16 SIP (Net) of 5K per month
- Minimum 8 Lac Insurance premium (Gross) every month (life/general/health/motor) & Minimum 8 Lac TGS every month
- Responsible for generating minimum 8 crore per Qtr from Third party product like Margin/IAP/PMS/AIF/SP/PE/MF/FD/Bonds
- Research, investigate and update client on available investment opportunities/financial market with the objective of improving yield in client portfolio.
- Helping team to Track the Affluent & Super Affluent Client segment in the market for new client acquisition
JOB SPECIFICATIONS REQUIRED :
Qualifications :
- Educational Qualifications: MBA or Equivalent.
- Additional Certifications/Trainings (optional): IRDA/NCFM MF & FNO
Experience :
- 8Yr+ in Broking/Distribution of financial products/Wealth Sales/PCG Sales/Corporate Sales.
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