National Retail Sales - Financial Services
Key Responsibilities:
Client Relationship Management:- Cultivate and nurture strong relationships with new and existing clients in the Indian market, understanding their financial goals, risk appetite, and investment preferences within the local context. (Clients-Sub Brokers, HNIs)
- Engage regularly with clients through meetings, calls, and correspondence, offering personalized investment advice, insights on Indian market trends, and updates on portfolio performance.
- Address client queries and concerns promptly, ensuring a high level of customer satisfaction and trust.
Business Development:
- Identify potential high-value clients and target segments within the Indian market, devising strategies to acquire new business and expand our client base.
- Actively network within the Indian financial community, participate in Indian stock market events, seminars, and conferences to generate leads, and elevate our brand presence.
- Collaborate with the marketing and research teams to create compelling sales materials, presentations, and market analyses tailored to the Indian stock market landscape.
Investment Advisory:- Analyze Indian market trends, macroeconomic indicators, and company performance, offering accurate and timely investment recommendations relevant to the Indian context.
- Develop customized investment strategies aligned with clients financial objectives and the dynamics of the Indian stock market, optimizing their equity portfolios.
Sales Execution:- Present equity broking products and services specifically tailored to the Indian stock market, highlighting their features, advantages, and potential returns within the Indian regulatory framework.
Performance Tracking:- Monitor and evaluate the performance of Indian equity portfolios, adjusting based on Indian market conditions and evolving client goals.
- Regularly provide performance reports and updates to Indian clients, demonstrating the value of our services within the context of the Indian stock market.
Regulatory Compliance:- Stay updated with Indian market regulations, market trends, and financial news, ensuring full compliance with Indian regulatory standards.
Qualifications and Skills:- Master's degree in finance, Business, Economics, or a related field; additional qualifications such as certifications in the Indian financial sector (e.g., NISM Series) are advantageous.
- Demonstrated success in sales within the Indian financial services industry, ideally with experience in equity broking or investment advisory for major Indian states. 8-10 years.
- Thorough understanding of the Indian stock market, equity products, trading strategies, and investment instruments.
- Excellent interpersonal and communication skills, both written and spoken, tailored to the Indian market cultural nuances.
- Strong analytical skills, with the ability to interpret complex financial data and convey insights effectively to Indian clients.
- Proven track record of achieving and surpassing sales targets in the Indian financial sector.
- Proficiency in utilizing financial software and tools specific to the Indian market for analysis, reporting, and trading.
- Strong ethical values and a commitment to adhering to Indian regulatory requirements.
- Ability to work autonomously, manage an Indian client portfolio, and excel in a fast-paced environment.