Equity Sales Advisor

4 weeks ago


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

About our company, 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 in the equity, debt, currency, commodity, and derivatives markets, as well as in wealth management, insurance, mutual funds, and portfolio management services, enables us to provide our clients with comprehensive financial solutions.

**Job Title:** Retail Sales & Equity Advisor - Cluster Manager

**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.

Building the team- Motivating, mentoring, and guiding the team. Creating the business plan and helping 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 advice to them on their asset allocation.

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

**Preferred Skills:**

5 to 12 years of experience

Location: Chennai

Qualification: Graduate/ Post Graduate

Certifications: NISM / NCFM



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