Area Manager - Investment Products

1. Servicing franchisee & existing PMS clients.

2. Build a good rapport with them by providing market information & current portfolio status.

3. Cross selling of Equity, Mutual Fund & PMS products.

4. Having strong analytical & communication skills.

5. Ability to learn and be updated in line with the capital markets & current affairs.

6. Achieving desired sales targets.

7. Daily update the work to the reporting manager by EOD

Qualifications: -

An MBA/PGDM (Finance/Marketing) Degree holder or focused education in Financial planning/Wealth Management. Other qualifications like CFP will be an advantage.

Experience Minimum 1.5+ yrs in handling HNI Relationship, Sales & Financial Planning of HNI Clients from BFSI sector with good business / market knowledge. Having experience of handling HNI Client Acquisitions and Relationship Management & service.

Desired Skill Set:

Ability to inspire trust and confidence in clients.

Ability to engage clients in meaningful conversations about their finances and take active interest in their financial well being.

A thorough understanding of financial markets, their behavior, movements and expectations with respect to market.

Ability to process several inputs provided by research team and other sources and apply them to the specific context of several clients thus generating insights for clients

Good oral and written communication skills with clarity of thought, speech and expression

Good interpersonal skills

Good Analytical Skills

General Competencies:

Positive attitude, socially effective, high level of perseverance and patience

Assertive & hard working

Result oriented