SBU Head (Equity Sales)

SMIFS Limited

Key Responsibilities:

Lead a high-performing team to meet sales, operations, and revenue targets.

Develop and execute strategies for expanding client portfolios through cross-sell and up-sell initiatives.

Identify and develop long-term revenue growth opportunities for investment products, Mutual fund, PMS, Private Equity, Bonds, Insurance (GI & LI) and more.

Drive and develop new business opportunities from a targeted pipeline, ensuring growth and achievement of business goals.

Prepare and present detailed fortnightly, monthly, and quarterly performance reports to internal stakeholders for review and strategic planning.

Build and maintain strong client relationships to identify opportunities for cross-selling, up-selling, and expanding business with existing clients.

Design and execute strategic marketing and distribution plans for financial products, identifying optimal sales channels and creating recommendation roadmaps.

Acquire new clients by targeting the Affluent and Super Affluent segments, identifying and tracking market trends to grow the client base.

Provide personalized investment advice to affluent clients, managing and optimizing their financial portfolios to meet their individual goals.

Continuously research and evaluate emerging investment opportunities and financial market trends to ensure alignment with client portfolios and objectives.

Collaborate with product and research teams to tailor investment decisions based on client financial needs and market insights.

Lead the recruitment, training, and performance management of team members, ensuring high efficiency in sales and operations.

Conduct regular meetings to establish objectives, review progress, and streamline sales and operational processes for optimal team performance.

• Experience

  5 - 11 Years

• No. of Openings

  10

• Education

  B.Com, Any Bachelor Degree

• Role

  Equity Advisor

• Industry Type

  Banking / Financial Services / Stock Broking

• Gender

  [ Male / Female ]

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Office

• Face interview location

  Unit Number - 205, 206 & 207, 2nd Floor, Trade Centre, Opposite MTNL, G Block, Bandra Kurla Complex,