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Anshita Khandelwal

Employer at Peoplenomic

Last Login: 07 November 2024

Job Views:  
757
Applications:  180
Recruiter Actions:  28

Job Code

1331334

Head - Retail Broking Operations - Wealth & Equity Business

15 - 30 Years.Mumbai
Posted 1 year ago
Posted 1 year ago

- Role in development/adoption of new products/processes in line with evolving regulatory framework and aligned with firm's strategy across Wealth & Equity businesses.

- Responsible for conceptualizing and executing new account acquisition, new product development, existing product suite management, tactical client proposals & overall business strategy.

- Building relationship with clients and providing them with regular advise on opportunities in Indian market and various trading strategies.

- Responsible for generating revenue from retail clients. Ensuring the sustenance and deepening of existing relations with clients.

- Driving the Company strategy and managing the implementation of the strategic plan. To prepare MIS and provide key strategy inputs.

- Suggest and implement different strategies aimed towards retention of existing client base and addition of new clients. Present plans for Company growth, increase in operational efficiency, cost optimisation and digitization.

- Device and implement plan to leverage the BOB retail client base into equity customers.

- Sustain and improve overall productivity of the retail equity sales Desk

- Keeping up-to-date with the current market trends along with the customer behaviour and competitor analysis.

- Participate actively in sales planning, execute a sales plan, engage sales teams, and achieve targets in a cost effective way

- To accomplish Account opening targets as required by the Company

- Should be able to collaborate with offline branch network for business growth.

Job specific skills Applicants should have :

- Strong P&L holding from Retail Background

- Be well attune towards digitization; should come with a technology mind-set and think innovatively how to use tech to launch new PRODUCT.

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Posted By

user_img

Anshita Khandelwal

Employer at Peoplenomic

Last Login: 07 November 2024

Job Views:  
757
Applications:  180
Recruiter Actions:  28

Job Code

1331334

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