Z-1966 | RM - Equity Dealer / Team Lead/BH/Unit Head

Location: Mumbai, Ahmedabad, Goa, Rajkot

TEAM LEAD : 5 TO 7 YEARS EXP 8 TO 9 LPA

RM 1 to 2 years of exp - 2.8 - 4.5 lpa

BM - AHMEDABAD and SURAT - 7-10 LPA 5 + YRS EXP - TEAM HANDLING IS MUST

UNIT HEAD - 10 TO 14 LPA - AHMEDABAD EXP 6+ YRS

AHMEDABAD , BARODA, RAJKOT, SURAT, AHMEDNAGAR, AMRAVATI, AURANGABAD, NAGPUR, NASHIK, PARBHANI

As part of the retail distribution team, the role holder is responsible to provide compliant financial advisory services to clients and manage their portfolio.

Revenue generation

· Responsible to generate brokerage primarily through advising clients on their portfolio.

· Responsible to acquire new Clients from the Market.

· Ability to cross sell third party products like Motor Insurance, Life insurance, Health insurance, SIPs, Mutual Funds, PMS etc.

Client network development

· Develop and maintain a long-term relationship with customers and maintain a high level of retention of client base.

· Focus on generating new business and build client network. 

Compliance

· Maintain high level of compliance as per company norms.