Senior Search Consultant at Armour Corporate Services
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Team Lead - Sales - Financial Advisory (10-14 yrs)
Key Responsibilities and Accountability :
- Lead a team of Advisors who are responsible for advising / managing Ultra HNI clients & thereby achieving the target active AUM.
- Build, train, mentor and motivate a growing team.
- To be responsible for identifying customer needs, assessing their risk appetite and providing them investment options
- To provide regular updates to the clients regarding the market changes and subsequent changes to the portfolio
- To achieve healthy revenues without compromising on clients profitability
- To have clear focus on client mining
- To conduct regular Client Meetings & update the same in the meeting tracker
- To attain maximum reach of investment ideas/stock calls initiated
- To assist in new client acquisition, building new relationships and increasing depth in existing relationships
-Keep abreast of the market news, financial trends and current affairs
- To attend post result concalls, analyst meets for improved client servicing
- Cross-Sell of Third party investment products like Mutual Funds, Bonds, PMS & Structured products. Along with the bouquet of asset products- such as working capital loans, term loans, LAP, AL, HL, LAS and so on.
Provide regular updates to the immediate superior as and when required.
Job Requirements :
Qualifications :
- Graduate + MBA (Finance)
- 10 - 14 years work ex with minimum 4-5 yrs exp in Ultra HNI segment and minimum 2-3 years of leading a team.
- Must have good existing HNI / Ultra HNI client relationships in the market.
Functional Competencies :
- Proficiency in economics, accounting, financial statements and/or statistics
- Understanding of financial risk management strategies
- Knowledge of Capital Markets + Third party investment products like Mutual Funds, Bonds, PMS, Structured products + Asset products such as working capital loans, term loans, LAP, AL, HL, LAS and so on.
Behavioral Competencies :
- Exceptional leadership qualities to build and manage business relationships at all levels (internal + external)
- Ability to train, mentor and motivate a growing team
- Excellent interpersonal, communication & presentation skills.
- Must possess strong networking & relationship building skills
- Must be a self-starter, high energy, positive attitude, proactive passionate & target oriented.
- Ability to cope with fast-paced and pressured work.
- Attention to detail + strong analytical mind - ability to notice patterns within statistics.
- Willing to seize initiatives and opportunities
- Possess mature negotiation and commercial skills
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