Retail Sales Equity Advisory

2 weeks ago

chennai, India Saaki Argus & Averil Consulting Full time

About our client:


Our client is a leading financial services provider in India offering a wide range of products and solutions to cater to the diverse needs of their clients. They have a strong presence in the equity debt currency commodity and derivatives markets as well as in wealth management insurance mutual funds and portfolio management services.


Job Title: Retail Sales Equity Advisor Cluster Manager (RM)


Preferred skills for Relationship Manager


Experience: 5 to 12 years


Location: Chennai


Qualification: Graduate/ Post Graduate/MBA/PGDM


Certifications: NISM / NCFM


Roles and Responsibilities for Relationship Manager


Ensure that all branches/teams within the cluster meet or exceed their sales targets for banking products broking services mutual funds wealth management and insurance products.


Drive crossselling of financial products across branches to maximize revenue generation including broking services insurance loans and investment products such as mutual funds and portfolio management services (PMS).


Develop strategies to retain existing clients by offering personalized financial advice investment reviews and continuous support to ensure longterm client satisfaction.


Building the team Motivating mentoring and guiding the team. Creating the business plan and help the team to achieve it.


To acquire and build relations with HNI Retail and corporate customers.


To educate all segments of customers with various investments avenues available and to provide high quality advise to them on their asset s allocation.


To provide end to end service relations to existing customers relationship on a proactive manner.


Preferred Skills for Team Leader


Experience: 5 to 12 years


Location: Chennai


Qualification: Graduate/ Post Graduate


Certifications: NISM / NCFM


Roles and Responsibilities for Team Leader

The individual is required to provide advisory services to High Net worth Individuals (HNI) and Retail clients in Equity Derivatives and Currency Markets.


Educate and attract customers to invest in the stock market



Ensure that internal controls are in place at the branch; and compliance requirements are adhered to


If required punch and place orders with the consent of customers


Their role includes activating clients through effective advisory and crossselling products such as Mutual Funds Insurance and PMS to generate revenue.


Responsibilities also involve acquiring new clients retaining existing clients and addressing their complaints and queries. Additionally client profiling is an integral part.


Support and provide inputs to the team in discharging of responsibilities


Remote Work :

No

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