Area Manager
3 weeks ago
Designation: Area Manager
Department/Function: Sales, Business Development & Team Management
Industry: Financial Services / Broking
Reporting to: Cluster Head / Regional Head
Academic Qualification
- Bachelor’s degree in Finance, Commerce, Economics, or a related field (MBA preferred).
Work Experience
- Minimum 10+ years of experience in the Equity Market.
- At least 4 years in a leadership or managerial role handling sales & business development.
Team Management
- Minimum 15 team members (Relationship Managers & Sales Executives).
Key Responsibilities
1. Business Development
- Develop and implement strategies to achieve equity sales and revenue targets in the assigned area.
- Drive cross-selling of third-party products to both new and existing clients.
- Identify, onboard, and nurture new business opportunities across institutional and retail investors.
- Track market trends and competitor activities to refine sales and growth strategies.
2. Team Leadership
- Recruit, mentor, and lead a team of Relationship Managers & Sales Executives.
- Set performance goals, track progress, and provide regular coaching & feedback.
- Build a performance-driven culture through effective leadership and motivation.
3. Client Relationship Management
- Build and maintain strong relationships with high-value clients, stakeholders, and partners.
- Offer customized investment solutions aligned with client needs & risk appetite.
- Ensure high client satisfaction, retention, and long-term engagement.
4. Operations & Compliance
- Ensure strict compliance with organizational policies, regulatory frameworks, and ethical standards.
- Supervise equity trading, portfolio management, and reporting operations.
- Mitigate risks by adhering to compliance and governance guidelines.
5. Market Insights & Strategy
- Analyze market movements, economic developments, and investor sentiments for business insights.
- Collaborate with research teams to deliver timely market updates & reports.
- Partner with marketing teams to design and roll out effective equity product campaigns.
6. Reporting & Analytics
- Prepare & present performance dashboards, sales forecasts, and business strategies to management.
- Utilize data-driven insights to optimize sales strategies and improve revenue outcomes.
Key Competencies
- In-depth knowledge of equity markets, financial products, and investment strategies.
- Strong leadership & people management skills with proven track record of managing large teams.
- Excellent communication, negotiation, and client relationship management abilities.
- Strong analytical, problem-solving, and decision-making skills.
- Ability to drive business growth through innovative strategies.
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