Cluster Manager Equity Broking & Investment Products

Cluster Manager - Equity Broking & Investment Products

Cluster Manager

Key Responsibilities

• Lead and manage a team of Key Account Managers (KAMs) and Broking RMs

  , providing essential guidance, training, and support to ensure they achieve sales targets and deliver exceptional client service.

• Build and maintain strong relationships with clients

  , deeply understanding their investment needs and objectives to provide personalized investment solutions that precisely meet their requirements.

• Identify new business opportunities

  within your assigned cluster of key accounts. This includes strategically cross-selling a diverse range of financial products like Mutual Funds, PMS (Portfolio Management Services), AIF (Alternative Investment Funds), and Structured Products, actively expanding the client base through proactive sales efforts.

• Set and achieve ambitious sales targets

  for your assigned cluster of key accounts. You'll continuously monitor sales performance, analyze market trends, and identify opportunities to optimize sales strategies and tactics for maximum effectiveness.

• Stay abreast of market trends, industry developments, and competitor activities

  , providing valuable market intelligence and insights to both clients and internal teams to facilitate informed decision-making.

• Generate and analyze comprehensive reports

  related to sales performance, client engagement, and other relevant metrics. You'll provide regular updates to senior management on key account activities, emerging opportunities, and potential challenges.

What We're Looking For

• Proven leadership experience in equity broking and investment products.
• Strong track record in managing teams and exceeding sales targets.
• Deep understanding of diverse financial products including Mutual Funds, PMS, AIF, and Structured Products.
• Exceptional relationship-building, analytical, and strategic planning skills.
• A keen eye for market trends and competitor activities.