Verified Job
Marketing
Equity relationship manager
Marketing
#247363
Remote / WFH
Job Description
Experience
5-12 Years
Relevant experience
5-7 Years
· Direct sales profile so candidate should be able to acquire quality base HNI clients through networking, database, and market intelligence.
· He/she should have a maximum number of own clients relationship and he/she should be aware of local market intelligence.
· Promote Focus Product of the month.
· Candidate should be able to acquire HNI Clients and able to sell MF, Insurance, PMS, Structure Products.
· .Candidate should have experience from banking and broking industries and managing bank AUM of HNI Clients.
• Candidate should be having 12-15CR of AUM with him/her into Equity & Investment Product
· Min. 25-30 client candidate managing.
• Min AUM 5-6cr from Equity
Competency KRA
RSR
45%
Non Broking Revenue (NB RSR)
15%
Monthly Client Meeting (As per CRM)
10%
New Broking Family Acquisition Yearly (min. 10 lakhs Cash or 25 lakhs stock transfer per family)
15%
New Family Revenue (Broking Revenue RSR)
15%
5-12 Years
Relevant experience
5-7 Years
· Direct sales profile so candidate should be able to acquire quality base HNI clients through networking, database, and market intelligence.
· He/she should have a maximum number of own clients relationship and he/she should be aware of local market intelligence.
· Promote Focus Product of the month.
· Candidate should be able to acquire HNI Clients and able to sell MF, Insurance, PMS, Structure Products.
· .Candidate should have experience from banking and broking industries and managing bank AUM of HNI Clients.
• Candidate should be having 12-15CR of AUM with him/her into Equity & Investment Product
· Min. 25-30 client candidate managing.
• Min AUM 5-6cr from Equity
Competency KRA
RSR
45%
Non Broking Revenue (NB RSR)
15%
Monthly Client Meeting (As per CRM)
10%
New Broking Family Acquisition Yearly (min. 10 lakhs Cash or 25 lakhs stock transfer per family)
15%
New Family Revenue (Broking Revenue RSR)
15%
