We are seeking an experienced and dynamic Manager for our High Net-worth Individual (HNI) Sales team at Bajaj Broking. The ideal candidate will be responsible for driving sales growth by developing robust relationships with high net-worth clients, understanding their financial goals, and providing tailored investment solutions. The Manager will oversee a team of sales executives, guiding them in achieving their sales targets and enhancing client satisfaction.
- Client acquisition – Capturing at least 4-5 new HNI/UHNI/PCG clients every month from (job city) and nearby locations, thereby contributing to development of the region.
- Active management of clients to – maintain continuous trading, keep them informed about market changes and subsequent changes to portfolio, leading to achievement of self-targets as well as continuous revenue growth.
- Sales of equity and related products,
cross selling of other financial products, ensuring and enhancing branch profitability
- Responsible for building MTF book from clients, ensuring book growth every month.
- Responsible for activation of trading account of clients in the system to maximize volume and brokerage revenue, assisting new entrants in the equity market to understand the dynamics of market.
- Maintain daily client activity.
- Ensure resolution of client queries within TAT - Customer relationship management and client servicing, regular client meetings, building strong relationships to activate dormant clients.
- Ensuring complete adherence to Compliance and Risk management, with 0 errors
- Attain maximum reach of investment ideas/stock calls initiated.