AVP / Team Manager / Sales Manager / Relationship Manager - Equity

Globe Capital is hiring for AVP / Branch Manager / Team Manager / Sales Manager / Wealth Manager / Relationship Manager - Equity Sales.

Industry : Broking

Functional Area : Financial Services

Salary : No Bar for the right

Job Description:- Relationship Manager / Wealth Manager - Equity Sales

• Maintaining the relationship with the customers.
• To cross-sell the investment party products.
• Advise clients on a range of products viz. Equity, Mutual Funds, PMS in stocks and securities broking, derivatives, bonds and all the products promoted by the company.
• Generate revenues and AUM for the company as per the expectation.
• To ensure to reach the revenue target. Acquiring new and prospective customers Understanding the requirements of the prospect.

Job Description:- Sales Manager / Team Manager- Equity Sales

• Leading a team of Relationship Managers
• Responsible for revenue generation for the branch customer relationship management and recommending various financial products and services (equity, Commodity, SIP, mutual fund, fixed deposit Bonds, PMS,) to the clients.
• Should be well verse with capital market and strong hold on equities.
• Straitening monthly business along with driving daily revenue and other KRAs . Review every 15 days on set targets also attends their queries or issues if any. Join them on large client meet.
• Co-coordinating with RMs on regular basis for client sourcing with team, taking seminars for branch customers. Also co-ordinations for day to day activity.
• Motivating the team to achieve business target
• Handling new client queries and acting as the face of the business.
• Working with the sales and marketing team to drive sales forward.
• Mentoring and training up junior and new staff. Monitoring & reporting on standards & performance targets.
• Weekly team meetings, focusing on targets & achievements. Implementing new initiatives. Involved in the recruitment of new staff.
• Praise team members and creates positive work environment. Ensuring all administrative and IT records are entered and updated correctly. Providing prompt and accurate information on individual performance.
• Revenue generation for the branch as well as the customer relationship management responsible for P&L of the branch.

Job Description:- AVP- Equity Sales

• Developing and Managing team.
• Make strategic planning to grow Business for the all B2C & B2B Branches.
• Advising clients on profitable Investment opportunities for Equity, Commodity and currency products
• Keeping in touch with customers through personal visits, telephone calls and correspondence.
• Creating cross sell and up sell opportunities.
• Identifying, acquiring, developing and maintaining customer relationships.
• Delivering excellent customer support.
• Planning projects and activities systematically in line with business priorities.
• Maintaining up to date knowledge of competitor activity, products and services.
• Attending and contributing at sales meetings.
• Measuring customer satisfaction levels.
• Answering product related questions from customers.
• Taking on complex customer issues and resolving them.