Head - B2C Sales
Kurla, Mumbai
5 years
Equity TradingWealth ManagementSalesMutual FundsPortfolio ManagementAlternative Investment Fund (AIF)Customer AcquisitionTeam LeadTeam Building
Job Description:
- Acquisition of HNI & Ultra HNI clients with primary focus on generation of broking revenue through Equity / Commodity / Currency market segments.
- Recruit, Train & Retain Team members - HNI Relationship Managers and HNI Advisors for the stated HNI desk.
- Managing new and existing HNI client relationships with efforts on revenue generation through Equity/ Commodity / Currency market segments (through online and offline channel).
- Analyzing & monitoring the client’s portfolio and render advisory services for securing high ROI.
- Execute Cross Sell efforts on focused products promoted by the organization (Mutual Funds / Insurance / PMS / Structured products and others).
- Promote the organization’s research and advisory suggestions to the clients being generated from time to time.
- Submission of periodic MIS reports as per requirements of the business.
