Head of Sales

Job Title:

Designation:

Location:

Reporting To:

Primary Job Responsibilities:

• Client Acquisition:

• Acquire High Net Worth Individuals (HNI) & Ultra HNI clients.
• Focus on generating broking revenue through Equity, Commodity, and Currency market segments.

• Team Management:

• Recruit, train, and retain HNI Relationship Managers and Advisors for the HNI desk.
• Provide leadership and support to the team in achieving revenue and client acquisition targets.

• Client Relationship Management:

• Manage both new and existing HNI client relationships.
• Drive revenue generation through digital and offline channels.

• Portfolio & Advisory Services:

• Analyze and monitor client portfolios.
• Offer strategic investment advisory services to ensure high ROI and client satisfaction.

• Cross-Selling Initiatives:

• Promote and execute cross-sell of key financial products such as Mutual Funds, Insurance, PMS, Structured Products, etc.

• Research & Advisory Promotion:

• Disseminate in-house research and advisory inputs to clients in a timely and strategic manner.

• Reporting:

• Submit periodic MIS and performance reports as required by the business.

Academic Requirements:

• Postgraduate preferred (MBA/PGDM in Finance or equivalent)

Experience:

• Total Experience: 10–12 Years
• Relevant Experience in Capital Markets: 5–7 Years
• Team Handling Experience: 5–7 Years

Functional / Technical Skills:

1. In-depth knowledge of capital markets and financial instruments
2. Strong portfolio management and financial planning skills
3. Proficient in using trading platforms and portfolio tools

Behavioral Skills:

1. Leadership with a "lead from the front" (playing captain) approach
2. High focus on client service and relationship building
3. Strong team management and motivation skills

contact Nasim Khan 9320768861 -Email ID Nasimkhan@rathi.com