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13/06 Shruti
Regional HR at Purnartha Investment Advisers Pvt Ltd.

Views:391 Applications:132 Rec. Actions:Recruiter Actions:91

Purnarthas - Cluster Manager - Equity Sales (8-15 yrs)

Kolkata Job Code: 121136

Responsibilities :


- Understanding business needs, its strategic direction and identifying initiatives that will allow a business to meet those strategic goals.

- Creating a systematic approach to increase reach through potential mapping and sales planning.

- Developing strong market knowledge of existing and potential clients and ensuring business growth opportunities aligned to company's strategic plans.

- Continually assess our marketing techniques and their efficacy in affecting sales.

- Set the precedent for excellence through leading by example.

- Strong personality with excellent communication skills and presentation skills to exclude the final meeting with the clients.

- Lead team of Wealth Managers / Relationship Managers.

- Advice HNI/UHNI clients with the assistance of in-house experts on their business needs related to Corporate Finance, M & A, and Private Equity, assessing their risk appetite and providing them investment options.

- Periodic review of target v/s actual achievement of Wealth Managers.

- Developing Business through Retail and Institutional Sales.

- Formulising Incentive Schemes from time to time.

- Developing Retention Strategies.

Requirements :

- Minimum 8 - 15 years Sales experience of financial products from any financial services industry.

- Team Handling experience of more than 3 years.

- Should be a Team player, proactive & target oriented.

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