VP/AVP - Cluster Head - Brokerage Firm

Our client one of the well known brokerage firm in Indian capital markets are looking for Cluster Head - VP, AVP level for their Mumbai, Hyderabad and Gurgaon ( 1 each) .

Qualification : Bcom / MBA / CA / CFA

Main Responsibilities :

Responsible for his team to acquire, manage and advise HNI Clients in all asset classes like Debt, Alternate

Assets, Equity, Mutual Funds, PMS, PE, Bonds, Structured Products and Broking

Developing new product ideas to improve revenue generation.

Generate leads and develop prospects, network to identify referrals to new clients

Understand investment/financial needs, risk appetite of the client to create and manage a long term Asset

Allocation plan

Identify and execute on new business opportunities with existing clients

Handle the clients investment portfolio, providing financial research, accurate information and tailor made

financial solutions

Motivating team to achieve defined targets and retention of current manpower

Initial Handholding to RMs, and Joint calls on High Value prospects/converted clients

Generating yearly AUC of 20 cr

Self Target - Generating minimum of 1x revenue per month

Essential Skills & Experience Desirable

Understanding in Equities MF, tax planning, financial planning, profiling, fixed income

Should be relationship oriented with good inter-personal and people skills

Impactful communication skills to effectively engage affluent consumers

Exceptional track record of managing portfolio of HNI Clients

Desirable skills - MBA, CA, CFA, NISM V-A