Cluster Manager Equity Broking
5 days ago
1) Leading and managing a team of Key Account Managers (KAMs) Broking RMs, providing guidance, training, and support, to achieve sales targets and deliver exceptional client service.
2) Building and maintaining relationships with the clients, understanding their investment needs and objectives, and providing personalized investment solutions to meet their requirements.
3) Identifying new business opportunities within the assigned cluster of key accounts, cross-selling financial products like Mutual Funds, PMS, AIF, Structured Products and expanding the client base through proactive sales efforts.
4) Setting and achieving sales targets for the assigned cluster of key accounts, monitoring sales performance, analyzing market trends, and identifying opportunities to optimize sales strategies and tactics.
5) Keeping abreast of market trends, industry developments, and competitor activities, and providing market intelligence and insights to clients and internal teams for informed decision-making.
6) Generating and analyzing reports related to sales performance, client engagement, and other relevant metrics, and providing regular updates to senior management on key account activities, opportunities, and challenges.
-
Ahmedabad, Chennai, Mumbai, India QuickTurtle Full time ₹ 10,00,000 - ₹ 15,00,000 per yearCluster Manager, Partner Franchisee Alliances (B2B) Equity Broking & Investment Products1) Handle a team of Key Account Managers (KAMs), Equity RMs Partner Alliances.2) Train, Motivate & get productivity from the team.3) Acquisition of Franchisee, IFA (Independent Financial Advisors) & Remisers.4) Build rapport with these Partners (APs & DGs) & help them...
-
Chennai, Tamil Nadu, India QuickTurtle Full time ₹ 1,20,000 - ₹ 1,80,000 per yearCluster Manager, Partner Franchisee Alliances (B2B) Equity Broking & Investment Products1) Handle a team of Key Account Managers (KAMs), Equity RMs Partner Alliances.2) Train, Motivate & get productivity from the team.3) Acquisition of Franchisee, IFA (Independent Financial Advisors) & Remisers.4) Build rapport with these Partners (APs & DGs) & help them...
-
Ahmedabad, Chennai, Mumbai, India QuickTurtle Full time ₹ 15,00,000 - ₹ 25,00,000 per yearCluster Manager, Partner Franchisee Alliances (B2B) Equity Broking & Investment Products1) Handle a team of Key Account Managers (KAMs), Equity RMs Partner Alliances.2) Train, Motivate & get productivity from the team.3) Acquisition of Franchisee, IFA (Independent Financial Advisors) & Remisers.4) Build rapport with these Partners (APs & DGs) & help them...
-
Cluster Sales Manager
4 days ago
New Delhi, India Piramal Finance Full timeJob Role: Cluster Sales Manager - Loan Against SecuritiesPurpose of Job: Managing / Driving Sales Managers & Responsible for cluster sales target achievement through partnership channels & self-sourcing.Job Responsibilities: Build opportunity landscape, customer, market and competition insights & product strategy for a retail LAS business for the Cluster...
-
Ahmedabad, Chennai, Mumbai, India QuickTurtle Full time ₹ 15,00,000 - ₹ 25,00,000 per year1) Handle a team of Key Account Managers (KAMs), Equity RMs Partner Alliances.2) Train, Motivate & get productivity from the team.3) Acquisition of Franchisee, IFA (Independent Financial Advisors) & Remisers. 4) Build rapport with these Partners (APs & DGs) & help them on-board their clients across products.5) Conduct training of Partners for all our...
-
Cluster Sales Manager
17 hours ago
New Delhi, India Piramal Finance Full timeJob Role:Cluster Sales Manager - Loan Against SecuritiesPurpose of Job:Managing / Driving Sales Managers & Responsible for cluster sales target achievement through partnership channels & self-sourcing.Job Responsibilities:- Build opportunity landscape, customer, market and competition insights & product strategy for a retail LAS business for the Cluster -...
-
Cluster Manager
3 days ago
Ahmedabad, Gujarat, India Suvidha Placements Full time ₹ 24,00,000 - ₹ 30,00,000 per yearRole & responsibilitiesWill be managing multiple equity broking branches of KolkataSet the targets and KPI of all branches.Ensure all branches meet the set monthly and yearly target with respect to direct equity broking, and Third party ProductsKeep the branches motivate to excel in its performance.Reporting to State HeadPreferred candidate profileSeasoned...
-
Cluster Investment Councillor
7 days ago
Chennai, Hyderabad, Kolkata, India Unity Small Finance Bank Full time ₹ 9,00,000 - ₹ 12,00,000 per yearThe role requires a highly skilled and motivated Cluster Investment Counsellor with extensive knowledge in Investments, Demat-Broking accounts, and Mutual Funds (MF). The ideal candidate will be responsible for driving MF andDemat initiatives within their respective cluster, conducting meetings with branches, engaging with customers, and traveling within the...
-
Cluster Manager
5 days ago
Chennai, Mumbai, New Delhi, India QuickTurtle Full time ₹ 9,00,000 - ₹ 15,00,000 per year1) Achieve given AUM and Revenue targets2) Responsible for mentoring, monitoring and driving the cluster sales team to achieve the sales numbers through Partner Alliances- IFA, Franchisee, Remisier Channel.3) Engage with Partner Alliances - IFA, Franchisee, Remisier Channel, influence them to sell MF, PMS, PE, AIF, Unlisted Shares, Equity Advisory Products,...
-
Retail Sales
2 weeks ago
Chennai, India Saaki Argus & Averil Consulting Full timeAbout our client: Our client is a leading financial services provider in India, offering a wide range of products and solutions to cater to the diverse needs of their clients. They have a strong presence in the equity, debt, currency, commodity and derivatives markets, as well as in wealth management, insurance, mutual funds and portfolio management...
