Business Development Lead

5 days ago

Bengaluru Bangalore Hyderabad Secunderabad Telangana Chennai, India beBeeLeader Full time US$ 15,00,000 - US$ 20,00,000

We seek a results-driven Cluster Manager/Team Leader to lead our HNI Sales team in Stock/Equity Broking.

Key Responsibilities
  • Acquire High Net Worth relationships and effectively manage a team of Relationship Managers.
  • Establish strong ties with HNI clients by designing tailored financial plans and delivering optimal investment advice.
  • Lead the acquisition of new HNI clients through market research and effective sales strategies.
  • Maintain robust client relationships and generate Assets Under Management from preferred clients.
  • Support your team in advising Affluent clients on investments, managing their financial portfolios, and deepening wallet share.
  • Research and update your team on available investment opportunities and market trends for suitable client portfolios.
  • Coordinate closely with the product and research team to make informed investment decisions.
  • Organize seminars and workshops to expand our client base and enhance brand presence.
Requirements
  • Proven experience in acquiring and managing HNI client relationships.
  • Leadership skills to mentor and motivate a team of Relationship Managers.
  • Deep understanding of financial planning, investment products, and market trends.
  • Strong analytical skills to identify investment opportunities and assess client portfolios.
  • Exceptional communication and interpersonal skills to advise high-net-worth individuals.

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