Private Client Group- Team Leader/ Vertical Manager

2 days ago

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

Client: Wealth Management Company of a leading business Conglomerate

Roles and Responsibilities:


• Lead and manage a team of advisory and dealing professionals.


• Build a strong team through referrals and internal hiring, fostering a culture of collaboration and high performance.


• Execute trades on behalf of clients, aligning with their investment strategies and preferences.


• Provide expert advisory services, emphasizing Assets Under Management (AUM) product penetration to enhance client portfolios.


• Actively promote and cross-sell third-party investment products, including Insurance, Mutual Funds (MF), PMS, SIP, AIF, Bonds, Fixed Deposits (FD), Unlisted Shares, and Investment Advisory Services (IAP).


• Acquire new clients while maintaining and strengthening relationships with existing clients.


• Conduct client meetings to review portfolio performance, provide investment recommendations, and ensure continuous engagement. 

Preferred Candidate Profile:


• Educational Qualification: Postgraduate degree required.


• Experience: 8-9 years of overall experience, with at least 3 years in a team leadership role.


• Minimum 6 months of equity dealing experience with an Indian broking firm.


• Hands-on experience in broking with a strong understanding of financial products and market trends.


• Proven track record in managing High Net Worth Individuals (HNI) and Ultra High Net Worth Individuals (UHNI) clients.


• Certification: NISM Series VIII certification is mandatory.


• Strong expertise in client acquisition, retention strategies, and sales target achievement.

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