Globe Capital - Wealth Manager - Sales (2-20 yrs)

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

- 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

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:- Branch Manager / AVP

- 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.