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Genius Consultants
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Cluster Manager @ renowned stock broking | Gujarat | Upto 12L

Cluster Manager @ renowned stock broking | Gujarat | Upto 12L

Genius Consultants

5 - 10 years

|

10 - 13 Lacs

ahmedabad surat vadodara

Posted:-1 days ago| Platform:

Apply

Skills Required

demat sales wealth product hni mutual funds portfolio management private banking asset under management hni client handling ultra hni pms mf investment products investment

Work Mode

Work from Office

Job Type

Full Time

Job Description

Role & responsibilities

Lead Sales Team
: Manage, build, and drive a sales team focused on
new client acquisition
and margin collection.
Achieve Targets
: Meet required
Assets Under Management
(AUM) and investor acquisition targets for the cluster
HNI Advisory
: Oversee the timely delivery of
customized wealth advice
to HNI customers.
Portfolio Review
: Conduct periodic reviews of client portfolios to ensure alignment with investment objectives.
Team Training
: Organize and conduct periodic training sessions on products and processes for the team

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Genius Consultants

Consulting

N/A

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