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Cluster Leader - Broking House / Securities : Mumbai Location

Keywords / Skills : Direct Sales, HNI, Team Handling, Lead Generation, Mutual Funds, Portfolio Management, Client Retention, Customer Acquisition, Business Acquisition, Management Services

6 - 11 years
Posted: 2019-04-25

Job Description
Cluster Leader - Broking House / Securities

TEAM HANDLING - LOOKING FOR CANDIDATES IN BROKING HOUSE EXPERIENCE ONLY WITH MINIMUM 6 YRS OF EXP

KINDLY SHARE RESUMES ONLY IF FROM BROKING CHANNEL

Increasing the AUM of the Relationship Managers Book through acquisition and portfolio

reviews.

Systematic Investment Plan(SIP) registration and Fresh Pan Card Acquisition through

budgeted team.

Tracking the Quality of Business Acquisition by Relationship Managers in East of Kailash

branch.

Prevention of Ceased Business in S.I.P by Client Retention Management and Service Assurance

Tracking Profit and Loss of Branch on Monthly Basis.

Organising IPRU Mutual Fund Activities and monitoring Business generated from them.

Regular Training & Education to RM for updating their Knowledge & Customer Acquisition Skill

.

Individual HNI Customer Acquisition for Lump sum and Portfolio Management Services.

MIS maintenance of Sales , Quality of Business and Fresh Acquisition and Other parameters.

Generating leads for Corporate Activities For Direct Sales for Systematic Investment Plans &

Lumpsum.

About Company

Quotient Consultancy is an ISO 9001-2008 Certified Consultancy.

Mumbai based Recruitment and Corporate Training firm.@ Quotient we cater across Middle /Senior to C X O Level Hiring Across all Industry Sectors.
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