Area Manager-ip

2 months ago


Next Job, India ISMART RECRUIT Full time

Job Description for Area Manager - Investment Products

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.

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 SkillsGeneral Competencies:
?Positive attitude, socially effective, high level of perseverance and patience

?Assertive & hard working

?Result oriented

JOB TYPE

Work Day:Full Time

Employment type:Permanent Job

Salary:Negotiable

JOB REQUIREMENTS

Minimal experience:Unspecified


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