Senior Consultant at Evaluate Solution Services
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Branch Head - Equity Sales (7-15 yrs)
Branch Head
Job Title : Branch Head (Equity Sales)
Functional Area : Equity/Online Trading/Investment
Specializations : Equity/Brokerage/Share Trading
Interview : Shortlist / Schedule
Mode Of Interview : In-Person (F-2-F)
Notice Period: Immediate or 30 days.
Desired Profile: Branch Head (Equity Sales)
Candidates must with a minimum experience of
7 - 10 years experience in Banking (Equity Sales)
3 - 5 years experience on Team Handling (Team Leader)
Roles & Responsibilities :
- 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 Research team to enable them to give structural segment market fundamental report, which facilitate 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
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.
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ANSH
Talent Acquisition Consultant
+91-7717765064
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