Vertical Manager

5 days ago

Hyderabad, Telangana, India SkillLabs Full time ₹ 15,00,000 - ₹ 20,00,000 per year

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.
  • Prior experience in the broking industry is a must.

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