Equity Broking and Investment Products Leadership Opportunity

3 days ago

Indore Pune Jaipur, India beBeeClusterManager Full time ₹ 12,00,000 - ₹ 30,00,000

We are seeking a seasoned Cluster Manager to spearhead our Equity Broking and Investment Products division. In this pivotal role, you will oversee a team of Key Account Managers and Broking Relationship Managers, driving business growth through strategic client relationships and expanding our presence in the investment landscape.

Key Responsibilities
  • Lead and manage a team of Key Account Managers (KAMs) and Broking Relationship Managers (BRMs), providing essential guidance, training, and support to ensure they achieve sales targets and deliver exceptional client service.
  • Foster and maintain strong relationships with clients, deeply understanding their investment needs and objectives to provide personalized investment solutions that precisely meet their requirements.
  • Identify new business opportunities within your assigned cluster of key accounts, including strategically cross-selling a diverse range of financial products such as Mutual Funds, Portfolio Management Services (PMS), Alternative Investment Funds (AIF), and Structured Products, actively expanding the client base through proactive sales efforts.
  • Set and achieve ambitious sales targets for your assigned cluster of key accounts. You will continuously monitor sales performance, analyze market trends, and identify opportunities to optimize sales strategies and tactics for maximum effectiveness.
  • Stay abreast of market trends, industry developments, and competitor activities, providing valuable market intelligence and insights to both clients and internal teams to facilitate informed decision-making.
  • Generate and analyze comprehensive reports related to sales performance, client engagement, and other relevant metrics. You will provide regular updates to senior management on key account activities, emerging opportunities, and potential challenges.
Requirements
  • Proven leadership experience in equity broking and investment products.
  • Strong track record in managing teams and exceeding sales targets.
  • Deep understanding of diverse financial products including Mutual Funds, PMS, AIF, and Structured Products.
  • Exceptional relationship-building, analytical, and strategic planning skills.
  • A keen eye for market trends and competitor activities.

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