Area Manager - Investment Product - Broking (1-8 yrs)

Job Specifications Required :

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