EXPERIENCE: 2 to 10 yrs
SALARY: As per Industry Standards
LOCATION: Chennai & Bangalore
QUALIFICATION: Any Graduate Franchisee Channel:
Responsible for Bu siness Development through Acquisition of Franchisees /Business Associates for generating Revenue through Equity /Commodity / Currency /Mutual funds / Insurance / Bonds etc / Multiple product offering from our organization
Responsible to generate revenue through Existing and New franchisees.
Provide training for the New Franchisees about the financial products of the company.
Responsible to monitor the performance of Franchisees and ensure the existing relationships are further strengthened. Premia RM/ Wealth:
Responsible for Aquiring Clients (Retail /HNI clients )
Responsible for sourcing Demat account , sales of Mutual fund
Responsible for achieving targets based on acquisition and revenue generation through equity
Responsible for cross selling products like Insurance, Mutual funds, PMS etc to the existing set of customers and building depth within the existing relationships
Provide regular updates to the immediate superior as and when required Sales Trader/Dealer:
Need to do dealing/ brokerage generation
Managing relationship with acquired customers
To constantly engage with customers to identify their talent and express needs on non equity products and position company offerings to the them.
To ensure constant dissemination of product information and features of all new third party products Shifting / Introducing own HNI Offline Equity Clients to the Company's Platform.
Generate large volumes on equity & derivative terminal from self-Introduced Clients
Equity Advisory (Advice client on equity markets buy stock). AUM:
Candidates with prior experience of acquiring, managing and servicing Ultra High / High Net worth Clients (Min Investment of Rs. 25 Lakhs and above) across all asset classes in a Broking/Private bank/wealth management set up ROLES & RESPONSIBILITIES: -
Acquisition of HNI clients by tracking Affluent & Super Affluent Client segment in the market for new client acquisition.
Managing client relationship and generate AUM from preferred clients.
Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients
To research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into clients portfolios.
To coordinate with product and research team for taking investment decision for the clients as per their financial requirement.
To conduct and assist in organizing seminars, workshops and other business development activities.
Salary: INR 2,50,000 - 7,50,000 P.A.
Industry: Banking / Financial Services / Broking
Functional Area: Sales, Retail, Business Development
Role Category: Corporate Sales
Role: Sales/Business Development Manager
Employment Type: Permanent Job, Full Time