HNI-RM Deputy manager - 30711
Posted on :
02-04-2024
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1 Vacancy
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Job Description
Job Description
1. It is a direct sales profile so the candidate should be able to acquire quality base HNI clients through networking data base and market intelligence. And he/she should have a maximum number of own clients&rsquo relationships and he/she should be aware of local market intelligence.
2. Promote Focus Product of the month
4. Maintain records of business on internal software CRM etc.
5. Candidate should be able to acquire HNI Clients and able to sell MF Insurance PMS Structure Products
6. Candidate should have experience in banking and broking industries and managing bank AUM of HNI Clients.
- This position reports to AVP/VP
- Academic requirements Graduate is preferred
- Location Mumbai/Hyderabad/Chennai
- Experience 57 Years
- Relevant experience 37 Years
- CTC upto 12 lac
FUNCTIONAL / TECHNICAL & BEHAVIOURAL SKILLS REQUIRED
Functional / Technical Skills
1. Good Knowledge of capital market
2. Portfolio Management
3. Financial Planning
Behavioral Skills
1. Lead from the front (playing captain approach)
2. Customer Satisfaction
3. Team management.
AGE GROUP PREFERRED 30&mdash 40 Years
Competency KRA
RSR 35%
Non Broking Revenue (NB RSR) 15%
Monthly Client Meeting (As per CRM) 10%
New Broking Family Acquisition Yearly (min. 10 lakhs Cash or 25 lakhs stock transfer per family) 20%
New Family Revenue (Broking Revenue RSR) 15%
broking industries,financial planning,sales,customer satisfaction,portfolio management,team management,hni clients,lead from the front,skills,banking,intelligence,capital market,networking,mf insurance pms structure products,market intelligence,acquisition,crm,management
Employment Type
Full Time
Key Skills
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