Job Description

About our client:
Our client is a leading financial services provider in India, offering a wide range of products and solutions to cater to the diverse needs of their clients. They have a strong presence in the equity, debt, currency, commodity and derivatives markets, as well as in wealth management, insurance, mutual funds and portfolio management services.
Job Title: Retail Sales\\ Equity Advisor - Cluster Manager (RM)
Preferred skills for Relationship Manager
Experience: 5 to 12 years
Location: Chennai
Qualification: Graduate/ Post Graduate/MBA/PGDM
Certifications: NISM / NCFM
Roles and Responsibilities for Relationship Manager

• Ensure that all branches/teams within the cluster meet or exceed their sales targets for banking products, broking services, mutual funds, wealth management, and insurance products.

• Drive cross-selling of financial products across branches to maximize revenue generation, including broking services, insurance, loans, and investment products such as mutual funds and portfolio management services (PMS).

• Develop strategies to retain existing clients by offering personalized financial advice, investment reviews, and continuous support to ensure long-term client satisfaction.

• Building the team- Motivating, mentoring and guiding the team. Creating the business plan and help the team to achieve it.

• To acquire and build relations with HNI, Retail and corporate customers.

• To educate all segments of customers with various investments avenues available and to provide high quality advise to them on their assets allocation.

• To provide end to end service relations to existing customers relationship on a proactive manner.

Preferred Skills for Team Leader
Experience: 5 to 12 years
Location: Chennai
Qualification: Graduate/ Post Graduate
Certifications: NISM / NCFM
Roles and Responsibilities for Team Leader

• The individual is required to provide advisory services to High Net worth Individuals (HNI) and Retail clients in Equity, Derivatives, and Currency Markets.

• Educate and attract customers to invest in the stock market

• Ensure that internal controls are in place at the branch; and compliance requirements are adhered to

• If required, punch and place orders, with the consent of customers

• Their role includes activating clients through effective advisory and cross-selling products such as Mutual Funds, Insurance, and PMS to generate revenue.

• Responsibilities also involve acquiring new clients, retaining existing clients, and addressing their complaints and queries. Additionally, client profiling is an integral part.

• Support and provide inputs to the team in discharging of responsibilities