Univest - Sales Manager - Stock Broking

3 weeks ago


Gurugram, India Univest Communication Technologies Private Limited Full time

We are seeking a dynamic and results-driven Sales Manager for our Stock Broking vertical. The primary responsibility of this role is to acquire and manage High Net-Worth Individual (HNI) clients, offering them a wide range of broking and investment products. The ideal candidate should possess a strong network of HNI clients, deep understanding of capital markets, and a proven track record in HNI sales and relationship management.Key Acquisition:- Identify, target, and acquire new HNI clients through cold calling, referrals, networking events, and existing relationships.- Build a robust pipeline of HNI prospects.Relationship Management:- Maintain and nurture long-term relationships with clients through regular interactions, portfolio reviews, and advisory services.- Ensure high levels of client satisfaction and retention.Product Pitching & Advisory:- Present and recommend appropriate stock broking products including equities, derivatives, IPOs, mutual funds, and portfolio management services (PMS).- Offer market insights, research inputs, and personalized investment advice to clients.Revenue Generation:- Meet and exceed revenue targets through broking turnover, cross-selling, and client acquisition.- Ensure optimal utilization of resources to maximize business outcomes.Compliance & Documentation:- Ensure adherence to all regulatory, compliance, and KYC norms as per SEBI and exchange guidelines.- Maintain accurate records of client interactions, transactions, and reports. (ref:iimjobs.com)



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