
Area Manager IP(Investment Products) Franchisee Bhubaneshwar
3 days ago
Role & Responsibilities
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.
Preferred Candidate Profile
- 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.
Qualifications-An MBA/PGDM (Finance/Marketing) Degree holder or focused education in Financial planning/Wealth Management. Other qualifications like CFP will be an advantage.
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