Elevated Retail Sales Equity Expert

4 days ago


Chennai, Tamil Nadu, India Saaki Argus & Averil Consulting Full time

About Saaki Argus & Averil Consulting:

We are a leading financial services provider in India offering a wide range of products and solutions to cater to the diverse needs of our clients. Our strong presence is felt 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)

Key Responsibilities:

  • 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 cross-selling 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 long-term client satisfaction.
  • Build the team, motivate, mentor, and guide them. Create a business plan and help the team 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 provide high-quality advice on their asset allocation.
  • Provide end-to-end service relations to existing customers on a proactive manner.

Preferred Skills and Qualifications:

  • Experience: 5-12 years
  • Location: Chennai
  • Qualification: Graduate/Postgraduate/MBA/PGDM
  • Certifications: NISM/NCFM

Estimated Salary: ₹8,50,000 - ₹15,00,000 per annum



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