Sr. Manager AVP-NBFC

5.00 to 10.00 Years Ahmedabad 23 Apr, 2024

Job Location	Ahmedabad
Education	Not Mentioned
Salary	Rs 5 - 12 Lakh/Yr
Industry	BFSI
Functional Area	Sales / BD
EmploymentType	Full-time

Job Description

Role Designation:ClusterManager- Investment ProductsLocation : Mumbai, Rajkot, AhmedabadJob PurposeThe role would require complete P&L responsibility for the Team reporting in -Toprofitably manage and create a team of high achievers.To expand theorganisations HNI client base with acquisition of HNI clients.To create aprofitable cross sell business at assigned branches.To score high on client satisfaction by providing them best investment advice, managing their portfoliosand superior after sales services-To ensure all processes are followed keepingin mind the ethos of the organization.Key Deliverables1. Ensure the maintenance of the P&L of the team2. Ensure the timely delivery of customized equity advise to assigned HNIcustomers (trading and investment ideas)3. Compliance and surveillance to be checked on regular time intervals4. Daily reviews of the team5. Daily 3 meetings6. Joint calls with Relationship Managers/TeamRole Requirementso Educational Qualifications: Graduation in any discipline, MBA Finance/ CA/CFA/ ICWA, NCFM/AMFIo Experience: 8 Years in financial markets in a leadership role.o Domain Knowledge: Understanding of investment products and equityo IT Skills: MS OfficeIf interested, kindly share updated CV on hidden_email

Keyskills :
wealth managementinvestment productshni client handlingsipmutual funds

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Sr. Manager AVP-NBFC

Job Description

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