Jobs

Interviews
Job Alerts
Tools

Upskill and Grow with AI

Mock Interview Practice interviews in realistic simulations

Coding Practice Improve your coding skills with challenges

Certification Earn certifications to validate your skills

AI Learning Get trained with AI expert sessions

Career Path AI insights for smarter career decisions

AI Job Match Score AI-Powered Job Match Against Your Resume and Optimize Your Resume

Career Tools and Resources

Resume Builder Build Professional Resume with Ease

ATS Friendliness Check Check Resume Friendliness for Applicant Tracking Systems

Auto Apply Apply to hundreds of jobs on any platform effortlessly

Co-Pilot (Chrome Extension) Your AI Assistant for Seamless Browsing Efficiency

Interview Questions Streamline interviews with ready-to-use questions

Salaries Discover market-driven salary insights across skillsets and geographies

Companies Explore leading companies actively hiring talent
For Employers

Interviews

Home
>
Jobs in Rajkot
>
Quick Turtle
>
Cluster Manager / Team Leader - HNI Sales, Stock / Equity Broking

Cluster Manager / Team Leader - HNI Sales, Stock / Equity Broking

5 - 7 years

|

5 - 7 Lacs

Rajkot Gujarat India

Posted:1 week ago| Platform: Foundit logo

Apply

Skills Required

Hni Sales Equity Broking Portfolio Management Financial Analysis Client Relationship

Work Mode

On-site

Job Type

Full Time

Job Description

Would be responsible for acquiring High Net Worth relationships and managing a team of 8-10 Relationship Managers.
Would establish ties with HNI UHNI clinets by designing & implementing their financial plans, and ensuring that they receive and execute on the right advice.
The Cluster Manager will be responsible for handling team thereby helping and coordinating with the teams for acquiring HNI/ UHNI clients (Affluent & Super Affluent).
Maintaining client relationships and generate AUM from preferred clients.
Supporting team in advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients
Helping team to Track the Affluent & Super Affluent Client segment in the market for new client acquisition.
To research, investigate and update team on available investment opportunities/financial market trend to determine whether they fit into clients portfolios.
To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients.
To conduct and assist in organizing seminars, workshops and other business development activities.

More Jobs at Quick Turtle

Relationship Manager - Super Equity Trader

Shimoga, Surat, Bengaluru

INR 3 - 6 Lacs

SVP / VP / AVP / Relationship Managers, Private Bankers

Kolkata, Mumbai, Hyderabad

INR 15 - 30 Lacs

Relationship Manager - Demat & TPP Acquisition,Bancassurance Channel

Kolkata, Ahmedabad

INR 3 - 5 Lacs

AVP - PCG NRI Desk

Mumbai, Chennai, Bengaluru

INR 10 - 20 Lacs

Cluster Manager, Partner Franchisee Alliances (B2B) - Equity Broking

Mumbai, Ahmedabad, Chennai

INR 8 - 10 Lacs

Mock Interview

Practice Video Interview with JobPe AI

Start Job-Specific Interview

cta

Start Your Job Search Today

Browse through a variety of job opportunities tailored to your skills and preferences. Filter by location, experience, salary, and more to find your perfect fit.

Job Application AI Bot

Job Application AI Bot

Apply to 20+ Portals in one click

Download the Mobile App

Instantly access job listings, apply easily, and track applications.

Google Play

App Store

coding practice

Enhance Your Skills

Practice coding challenges to boost your skills

Start Practicing Now

Logistics and Transportation

Logistics City

RecommendedJobs for You

Cluster Manager / Team Leader - HNI Sales, Stock / Equity Broking

Pune, Maharashtra, India

Cluster Manager / Team Leader - HNI Sales, Stock / Equity Broking

Coimbatore, Tamil Nadu, India

Cluster Manager / Team Leader - HNI Sales, Stock / Equity Broking

Gurgaon, Haryana, India

Cluster Manager / Team Leader - HNI Sales, Stock / Equity Broking

Rajkot, Gujarat, India

Cluster Manager / Team Leader - HNI Sales, Stock / Equity Broking

Vadodara, Gujarat, India

Cluster Manager / Team Leader - HNI Sales, Stock / Equity Broking

Surat

Cluster Manager / Team Leader - HNI Sales, Stock / Equity Broking

Mumbai, Ahmedabad, Surat

Cluster Manager / Team Leader - HNI Sales, Stock / Equity Broking

Pune, Ahmedabad, Delhi / NCR

Business Development Executive

Garima Interprises

bangalore, denmark, vizianagaram, chennai, tarapur, janjgir champa, kishanganj, kolkata, gurugram, tirumala, banaskantha

Business Development Executive

Protaxology Advisors

Chennai, Tamil Nadu, India