Cluster Manager Equity Advisory

2 weeks ago

Chennai Delhi Mumbai NCR, India Weavings Manpower Solutions Full time ₹ 15,00,000 - ₹ 20,00,000 per year

Responsibilities: Primarily responsible for managing the cluster and also

responsible for generating revenue across all products (trading,

investing, TPP) and business development, through unbiased,

providing high-quality investments advisory to HNI or Retail

Clients.

  • Building the team- Motivating, mentoring and guiding the team.

Creating the business plan and help the team to achieve it.

  • To acquire and build relations with HNI, Retail and corporate

customers.

  • To provide end to end service relations to existing customers

relationship on a proactive manner.

  • To educate all segments of customers with various investments

avenues available and to provide high quality advise to them on

their assets allocation.

  • To develop new customer & business relationships for the

company. Service and manage existing relationships. A

combination of which leads to greater revenue generation,

profitability, customer goodwill and market visibility.

Candidate Profile:

We are hiring dynamic & resilient individuals for our Equity Advisory Team.

The individual is required to provide advisory services to High Networth

Individuals (HNI) and Retail clients in Equity, Derivatives, and Currency

Markets.

Their role includes activating clients through effective advisory

and cross-selling products such as Mutual Funds, Insurance, and PMS to

generate revenue.

Responsibilities also involve acquiring new clients,

retaining existing clients, and addressing their complaints and queries.

Additionally, client profiling is an integral part

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