Dear Candidate,

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.

If you are interested with opening profile,

Kindly share your candidature details for further process:

Name
Mobile
Mail ID
Total Exp
LAP Exp
Current CTC
Gross
Expectation
Company
Notice Period
Higher Qualification
Warm regards,

ANSH
Talent Acquisition Consultant-
+91-7717765064

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