Role Cluster Head (Sales)
Experience 10 15 Years
Mode WFO 5 days
Location Pan India
Responsibilities:
Key role is to build AUM for the firm. He is also responsible for creating and monitoring a team/individual business plans defining sales goals and ensuring that procedures and policies are adhered to.
The role includes:
- To Build Assets Under Management (AUM) through various Investment products
- Generate revenue for the firm.
- Build a SIP book.
- Customer Acquisition of a Minimum of 50 Lakhs ticket size & above investable surplus
- Cash Flow analysis & and Portfolio Services
- Execution of transactions post Cash Flow analysis on a periodic basis
- Manage Private Wealth PMS and AIF fundrelated queries.
- Ensure delivery of various MIS reports as per requirements
- To develop shortterm and longterm sales strategies for the Wealth business in line with the overall strategic goals of the organization
- Ensure discipline of asset allocation
- Achieve a balance of revenue streams by selling MF PMS AIF MLD Unlisted Stocks and other Investment avenues to build a steady annuity.
- To drive strong client servicing and engagement parameters enhance market credibility and deliver a superior value proposition.
- Continuous learning to be better equipped than our competitors.
- To closely observe evaluate and monitor the client positions & portfolio allocations.
- To ensure adherence to internal and external Financial advisory guidelines and Risk Policies and ensure standards are in place to minimize missselling instances.
- To continuously scan the competition/market and report on emerging trends or any new development or business opportunities for Wealth
Skills:
- Strong understanding of investment and Wealth products
- Excellent marketing and business development skills
- Detailed understanding of the financial needs of all types of customers
- Ability to manage client expectations and meet tight deadlines.
- Impeccable communication and interpersonal skills are required as is listening and understanding a client s requirements.
About Company
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