Cluster Manager / Team Leader - HNI Sales, Stock / Equity Broking

Quick Turtle

Vadodara, Ahmedabad, Surat

5-7 Years

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Job Description

Would be responsible for acquiring High Net Worth relationships and managing a team of 8-10 Relationship Managers.
Would establish ties with HNI UHNI clinets by designing & implementing their financial plans, and ensuring that they receive and execute on the right advice.
The Cluster Manager will be responsible for handling team thereby helping and coordinating with the teams for acquiring HNI/ UHNI clients (Affluent & Super Affluent).
Maintaining client relationships and generate AUM from preferred clients.
Supporting team in advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients
Helping team to Track the Affluent & Super Affluent Client segment in the market for new client acquisition.
To research, investigate and update team on available investment opportunities/financial market trend to determine whether they fit into clients portfolios.
To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients.
To conduct and assist in organizing seminars, workshops and other business development activities.

More Info

Job Type:

Permanent Job

Industry:

Outsourcing

Role:

Business Development Executive

Function:

Sales/Business Development

Employment Type:

Full time

Open to candidates from:

Indian

About Company

Quick Turtle

QuickTurtle Technologies has been formed with the intention of providing solutions and services in the Healthcare/Legal BPO/KPO sector. Headquartered in the educational hub of Pune, India, where there is an abundance of well-qualified talent to choose from, QuickTurtle Technologies is well placed to take advantage of this opportunity and provide great quality service to its clients. We take great pride in our team of experienced and talented people who form the backbone of our company. Through the hard work and dedication of our team of professionals, we are able to provide timely, reliable, and accurate service to our clients. Equipped with state-of-the-art infrastructure and facilities, our team is conditioned to provide the best possible solutions to all of our clients’ needs.

Job ID: 121236653

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