Recruitment Manager at MyRecruiter(Sabio HR LLP)
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Cluster Manager - Sales - Investment/Trading Product (5-10 yrs)
Sr. Manager/Cluster Manager
Role Designation : Cluster Manager- Investment Products
Location : Mumbai
Job Purpose :
- The role would require complete P&L responsibility for the Team reporting in -
- To profitably manage and create a team of high achievers.
- To expand the organisations HNI client base with acquisition of HNI clients.
- To create a profitable cross sell business at assigned branches.
- To score high on client satisfaction by providing them best investment advice, managing their portfolios and superior after sales services.
- To ensure all processes are followed keeping in mind the ethos of the organization.
Key Deliverables :
1. Ensure the maintenance of the P&L of the team
2. Ensure the timely delivery of customized equity advise to assigned HNI customers (trading and investment ideas)
3. Compliance and surveillance to be checked on regular time intervals
4. Daily reviews of the team
5. Daily 3 meetings
6. Joint calls with Relationship Managers/Team
Role Requirements :
- Educational Qualifications: Graduation in any discipline, MBA Finance/ CA/ CFA/ ICWA, NCFM/AMFI
- Experience : 8+ Years in financial markets in a leadership role.
- Domain Knowledge : Understanding of investment products and equity.
- IT Skills : MS Office
