Senior Investment Executive

5 days ago

Surat Ahmedabad Mumbai, India beBeeInvestment Full time ₹ 8,00,000 - ₹ 12,00,000
Job Overview

The Cluster Manager – Equity Broking is a pivotal role within our organization, responsible for leading and managing a team of Key Account Managers (KAMs) / Broking Relationship Managers.

  • Team Leadership: The successful candidate will provide guidance, training, and support to their team members, empowering them to achieve sales targets and deliver exceptional client service.
  • Clients Relationship Building: This role involves building and maintaining strong relationships with clients, understanding their investment needs and objectives, and providing personalized investment solutions to meet their requirements.
  • New Business Opportunities: The Cluster Manager will identify new business opportunities within the assigned cluster of key accounts, cross-selling financial products like Mutual Funds, PMS, AIF, Structured Products, and expanding the client base through proactive sales efforts.
  • Sales Performance Management: Setting and achieving sales targets for the assigned cluster of key accounts, monitoring sales performance, analyzing market trends, and identifying opportunities to optimize sales strategies and tactics.
  • Market Intelligence: Keeping abreast of market trends, industry developments, and competitor activities, and providing market intelligence and insights to clients and internal teams for informed decision-making.
  • Reporting and Analysis: Generating and analyzing reports related to sales performance, client engagement, and other relevant metrics, and providing regular updates to senior management on key account activities, opportunities, and challenges.

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