Cluster Manager – Equity Broking & Investment Products

4 - 6 years

9 - 12 Lacs

Kolkata, Mumbai, Chennai

Posted:1 month ago| Platform: Naukri logo

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Skills Required

Broking Equity Sales Stock Broking Demat Mutual Funds PMS Trading Accounts AIF Structured Products

Work Mode

Work from Office

Job Type

Full Time

Job Description

1) Leading and managing a team of Key Account Managers (KAMs) / Broking RMs, providing guidance, training, and support, to achieve sales targets and deliver exceptional client service. 2) Building and maintaining relationships with the clients, understanding their investment needs and objectives, and providing personalized investment solutions to meet their requirements. 3) Identifying new business opportunities within the assigned cluster of key accounts, cross-selling financial products like Mutual Funds, PMS, AIF, Structured Products and expanding the client base through proactive sales efforts. 4) Setting and achieving sales targets for the assigned cluster of key accounts, monitoring sales performance, analyzing market trends, and identifying opportunities to optimize sales strategies and tactics. 5) Keeping abreast of market trends, industry developments, and competitor activities, and providing market intelligence and insights to clients and internal teams for informed decision-making. 6) Generating and analyzing reports related to sales performance, client engagement, and other relevant metrics, and providing regular updates to senior management on key account activities, opportunities, and challenges. Locations : Mumbai,Chennai,Kolkata,Bengaluru,Hyderabad,Pune,Jaipur,Indore,Kochi, Delhi, Ahemdabad, Trivendrum

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Austin

2-10 Employees

286 Jobs

    Key People

  • John Doe

    CEO
  • Jane Smith

    CTO

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