SBU Head (Sales)

• Bachelor s degree in Finance, Economics, Accounting, or a related field.
• Proven experience in a similar profile in a leading broking company with team management for SBU profitability.
• Last but not least, drive the sales number for the entire zone starting from manpower recruitment, business planning, and execution
• Excellent communication skills.
• Detail-oriented and able to work under tight deadlines.

What We Offer:

• Leadership Role: Lead and manage a dynamic team of Cluster Managers, Branch Managers, Relationship Managers, and Dealers.
• Strategic Growth: Spearhead new revenue streams across a wide range of financial products including Mutual Funds, PMS, Private Equity, Insurance (GI & LI), Bonds, and more.
• Client Focus: Drive client acquisition in the Affluent & Super Affluent segments, offering them tailored financial solutions and portfolio management.
• Career Advancement: Be an integral part of the leadership team, working closely with top executives to shape the future of SMIFS and its strategic business unit.
• Competitive Compensation: Attractive salary package with performance-driven incentives, bonuses, and additional benefits.
• Culture of Growth: Join a forward-thinking company that values innovation, growth, and professional development. We invest in our people to grow along with our success.

• Lead a high-performing team to meet sales, operations, and revenue targets.
• Develop and execute strategies for expanding client portfolios through cross-sell and up-sell initiatives.
• Identify and develop long-term revenue growth opportunities for investment products, Mutual fund, PMS, Private Equity, Bonds, Insurance (GI & LI) and more.
• Drive and develop new business opportunities from a targeted pipeline, ensuring growth and achievement of business goals.
• Prepare and present detailed fortnightly, monthly, and quarterly performance reports to internal stakeholders for review and strategic planning.
• Build and maintain strong client relationships to identify opportunities for cross-selling, up-selling, and expanding business with existing clients.
• Design and execute strategic marketing and distribution plans for financial products, identifying optimal sales channels and creating recommendation roadmaps.
• Acquire new clients by targeting the Affluent and Super Affluent segments, identifying and tracking market trends to grow the client base.
• Provide personalized investment advice to affluent clients, managing and optimizing their financial portfolios to meet their individual goals.
• Continuously research and evaluate emerging investment opportunities and financial market trends to ensure alignment with client portfolios and objectives.
• Collaborate with product and research teams to tailor investment decisions based on client financial needs and market insights.
• Lead the recruitment, training, and performance management of team members, ensuring high efficiency in sales and operations.
• Conduct regular meetings to establish objectives, review progress, and streamline sales and operational processes for optimal team performance.

• Experience: 5+ years in a senior sales or business development role within the stock broking or financial services industry.
• Leadership: Proven ability to lead and mentor large teams, with strong expertise in strategic sales and business unit management.
• Financial Acumen: Deep understanding of investment products, financial markets, and portfolio management.
• Client-Centric: Strong relationship-building skills with experience in advising affluent clients on their financial portfolios.
• Visionary: A strategic thinker with the ability to identify market opportunities and drive long-term business growth.