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Cluster Manager/Team Leader - HNI Sales, Stock / Equity Broking

5 - 7 years

4 - 8 Lacs

Mumbai, Ahmedabad, Surat

Posted:3 days ago| Platform: Naukri logo

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Skills Required

Cluster Management operations management team management team motivation channel sales team handling customer service business development corporate sales sales marketing client relationship management process management team leading channel management

Work Mode

Work from Office

Job Type

Full Time

Job Description

1) Would be responsible for acquiring High Net Worth relationships and managing a team of 8-10 Relationship Managers. 2) Would establish ties with them by designing & implementing their financial plans, and ensuring that they receive and execute on the right advice. 3) The Cluster Manager will be responsible for handling team thereby helping and coordinating with the teams for acquiring HNI clients (Affluent & Super Affluent). 4) Maintaining client relationships and generate AUM from preferred clients. 5) Supporting team in advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients 6) Helping team to Track the Affluent & Super Affluent Client segment in the market for new client acquisition. 7) To research, investigate and update team on available investment opportunities/financial market trend to determine whether they fit into clients portfolios. 8) To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients. 9) To conduct and assist in organizing seminars, workshops and other business development activities. Team Management, Relationship Management , Knowledge of Stock Broking, Wealth Management, Equity , Mutual Funds, PMS, AIF, Demat & Trading account. Location:Vadodra, Delhi, Trivendrum, Pune,Thane,Navi Mumbai,Rajkot,Kolkata,Bengaluru,Chennai,Hyderabad,Coimbatore,Kochi

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