Cluster Manager - Equity Broking & Investment Products

QuickTurtle; Chennai District; On-site; INR 6,75,000 - 9,00,000; Full time

Job summary

A leading financial services firm in Chennai seeks a candidate to manage a team, build client relationships, and optimize sales strategies. The role involves achieving sales targets, understanding client needs, identifying new business opportunities, and providing market intelligence. Ideal for candidates with a strong sales background and expertise in financial products.

Responsibilities

• Lead and manage a team to achieve sales targets.
• Build relationships with clients to understand their needs.
• Identify new business opportunities and expand client base.
• Analyze market trends to optimize sales strategies.
• Generate reports on sales performance and client engagement.

Job description

• 1) Leading and managing a team of Key Account Managers (KAMs) Broking RMs, providing guidance, training, and support, to achieve sales targets and deliver exceptional client service.
• 2) Building and maintaining relationships with the clients, understanding their investment needs and objectives, and providing personalized investment solutions to meet their requirements.
• 3) Identifying new business opportunities within the assigned cluster of key accounts, cross‑selling financial products like Mutual Funds, PMS, AIF, Structured Products and expanding the client base through proactive sales efforts.
• 4) Setting and achieving sales targets for the assigned cluster of key accounts, monitoring sales performance, analyzing market trends, and identifying opportunities to optimize sales strategies and tactics.
• 5) Keeping abreast of market trends, industry developments, and competitor activities, and providing market intelligence and insights to clients and internal teams for informed decision‑making.
• 6) Generating and analyzing reports related to sales performance, client engagement, and other relevant metrics, and providing regular updates to senior management on key account activities, opportunities, and challenges.