Assistant Vice President at GA Capital Management Pvt Ltd
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GA Capital Management - Branch Manager - Sales (5-12 yrs)
ROLE - Assistant Branch Manager, Deputy Branch Manager, Branch Manager, Senior Branch Manager, Cluster Manager
Department - Sales
Location - Kolkata
Who we are?
GA Capital Management is a capital management company, part of GA Group of companies, headquartered in Hyderabad, with footprints across metro cities and in tier 2 locations in India.
We create long term value to our clients and communities in the form of wealth creation through equity investments. Our vision is to be the first globally preferred financial partner for every financial need and our mission is to enable our stakeholders - Internal customers, clients, partners investors to choose the best from the wide range of financial products and solutions.
What We Do :
1. We explore profitable companies that are in the mode of expansion and growth.
2. We get the audit & valuation done through a SEBI registered equity valuer and basis the valuation we facilitate investments through B2C, B2B and B2B2C channels.
3. Post Fundraising, we facilitate exit for our investors through Fund Placement / Buy-Out of portfolio / IPO.
Who are we Looking For?
We are looking for a Cluster Managers, Branch Managers, Wealth Managers who can recruit, retain, and lead the sales team by executing sales plans for achieving revenue targets while ensuring customer satisfaction.
Roles & Responsibilities :
- To Acquire NRI, HNI and Ultra HNI Customers and build relationship to increase the AUM.
- Generation of fresh leads through reference to shore up the clientele.
- Identify customer needs and provide them with right financial planning assistance and asset allocation with the help of our Investment Advisory services.
- Achieve a revenue target through sale of Unlisted and Pre IPO shares.
- To research, investigate and update themselves on available investment opportunities / financial market trend to determine whether they fit into client portfolios.
- To coordinate with product and research team for taking investment decision for the clients.
- One point contact for the customer.
Eligibility Criteria :
Experience : Minimum 3 -15 years of experience
Role : Individual / Team Handling
Segment : B2C / B2B
Qualifications :
- Graduate is a must / MBA is preferred.
- Relationship Managers with prior experience working in an Asset Management / Private Bank / Wealth Management set up.
- Experience in investment / financial services knowhow of capital markets knowledge.
- Relationship Management Interpersonal skills.
- Excellent written and oral communication skills.
- Strong analytical skills and ability to work in teams.
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