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Territory Manager
4 weeks ago
Roles and Responsibilities:
Develop and cultivate relationships with rich individuals, corporate clients, and institutions.
Offer specialist financial guidance and solutions.
Serve as the client's primary point of contact, guaranteeing a positive experience.
Manage investment portfolios to maximize returns and rebalance as needed.
Use networking to discover and explore new business opportunities.
Ensure that rules and internal policies are followed.
Regularly monitor and assess portfolio performance and provide updates.
Desired candidate profile:
Prior Experience - 1 year in Broking / Banking industry sales.
Domain Knowledge – Broking or Mutual Funds/ Demat Account markets
Offering specialized banking products to a select set of high-net-worth individuals.
Graduate or postgraduate.
Customer Orientation
High energy levels combined with a desire to achieve.
Benefits and perks include:
health insurance, childcare, paid time off, pension, annual leave, and maternity leave for female candidates.
For additional details, contact us.
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