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SBU Head (Sales)
Stewart & Mackertich Wealth Management
posted 6d ago
Job Role Insights
Fixed timing
Key skills for the job
Job Description
An ideal candidate with experience in spearheading relationships and engagement with major Capital markets (stock broking, Investment banking, Mutual Fund houses, and Wealth management firms) will be preferred.
Role Category: Trading, Asset & Wealth Management
Location: Industry Type: Financial Services (Broking)
Department: BFSI, Investments & Trading
Service Category: Equity, Commodity, Mutual Fund and PMS
Qualifications:
- 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.
Key Responsibilities:
- 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.
Who We are Looking for:
- 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
Employment Type: Full Time, Permanent
Read full job description What people at Stewart & Mackertich Wealth Management are saying
What Stewart & Mackertich Wealth Management employees are saying about work life
based on 14 employees
Strict timing
Monday to Saturday
No travel
Day Shift
Stewart & Mackertich Wealth Management Benefits
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