Understanding business needs, its strategic direction and identifying initiatives that will allow a business to meet those strategic goals. Creating a systematic approach to increase reach through potential mapping and sales planning. Developing strong market knowledge of existing and potential clients and ensuring business growth opportunities aligned to company's strategic plans. Continually assess our marketing techniques and their efficacy in affecting sales. Set the precedent for excellence through leading by example. Team Handling: Strong personality with excellent communication skills and presentation skills to exclude the final meeting with the clients. Lead team of Wealth Managers / Relationship Managers. Advice HNI/UHNI clients with the assistance of in-house experts on their business needs related to Corporate Finance, M & A, and Private Equity, assessing their risk appetite and providing them investment options. Periodic review of target v/s actual achievement of Wealth Managers. Developing Business through Retail and Institutional Sales. Formulising Incentive Schemes from time to time. Developing Retention Strategies.Role & responsibilities Preferred candidate profile MBA in Marketing/Finance from reputed Tier I Institute. Minimum 8 15 years Sales experience of financial products from any financial services industry. Equity/ Mutual Fund sales experience is Must. Team Handling experience of more than 3 years. Should have good communication & presentation skills. Pleasing and positive attitude. Should be a Team player, proactive & target oriented. Relationship building skills.
Role & responsibilities Will be responsible for primarily selling Equity based investment products. Responsible for identifying customer needs, assessing their risk appetite and providing them investment options. Responsible for achieving targets as assigned by the organization on a monthly basis. Provide regular updates to the immediate superior as an when required. Preferred candidate profile Graduate/ Post Graduate 2-5 years of experience in Wealth Product Experience in direct selling of financial product like Equity/ Mutual Fund/Commodity Perks and benefits Flexible Working Health and Life Insurance Incentive based in class incentive structure Work Life Balance
Role & responsibilities Driving sales through channels such as IFAs(Independent Financial Advisers ), Financial Institutions & Family Offices Responsible for business development through alliances Devise appropriate marketing and promotional strategies that lead to deliver better ROI Set-up a team of relationship managers for acquisition of IFAs, sub-brokers Preferred candidate profile Graduate/ Post Graduate 2-5 years of experience in Wealth Product Experience in B2B selling of financial product like Equity/ Mutual Fund/Commodity Perks and benefits Flexible Working Health and Life Insurance Incentive based in class incentive structure Work Life Balance
Role & responsibilities Will be responsible for primarily selling Equity based investment products. Responsible for identifying customer needs, assessing their risk appetite and providing them investment options. Responsible for achieving targets as assigned by the organization on a monthly basis. Provide regular updates to the immediate superior as an when required. Preferred candidate profile Graduate/ Post Graduate 2-5 years of experience in Wealth Product Experience in direct selling of financial product like Equity/ Mutual Fund/Commodity Perks and benefits Flexible Working Health and Life Insurance Incentive based in class incentive structure Work Life Balance
Role & responsibilities • Create and maintain earnings, valuation, and industrial models for allocated stocks • Analyse data to identify emerging opportunities and risks, justifying your reasoning • Provide Buy recommendations and present findings to the research committee • Track industry-related news, trends, and developments • Devise and perform your own primary research methods, keeping abreast of trends and sentiment in the market Preferred candidate profile Better understanding of Indian equity markets • A deep understanding of fundamental analysis, financial modeling, asset allocation, and strategy research • Proficiency in Advanced Excel for building and maintaining financial models • Excellent written and verbal communication skills. Proficiency for presenting and debating a point under pressure.
FIND ON MAP