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30/05 Atif Khatri
Founder & CEO at The Hiring Story

Views:527 Applications:176 Rec. Actions:Recruiter Actions:2

Branch Manager - Sales - Financial Services (6-7 yrs)

Mumbai Job Code: 120261

Role and 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 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

Qualifications and Years of Experience :

- Any graduate/ MBA Finance

- Years of Experience : 3 Years - 7 Years only from Equity Industry

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.

- 6+ years of proven record of managing HNI/UNHI clientele in investment/financial services and nurturing relationship with the customers

- Teamwork and Collaboration with research team

- Strong Organizational building skills.

- Should have sound exposure of capital markets

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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