Job Description :
Responsible for Sales & Marketing of Financial products & Wealth Management.
Must have Excellent Knowledge of wealth management & financial planning.
Role Person will be Location Head heading City & reporting to Zone Head .
Channel is FPD Financial Product Distribution channel
Selling multiple financial products with the help of 50100 freelance & part time salaried distributors on vendors payroll.
Acquire clients by understanding their financial needs and offering them personalized products.
Requirements
Candidate Profile :
Experience 4 6 Years of Wealth Sales Wealth Management and Financial Planning.
Knowledge of Local areas is preferred.
Notice Period 1 2 Months
Local people from same City preferred
Reporting to Zone Head
Key Result Areas :
Achieve revenue growth & profitability to upscale the team.
To ensure training & development for team effectiveness.
To effectively manage day to day team administration and operations.
To ensure customer management & engagement.
To ensure effective risk management & development.
Job title / Designation : AAM - Assistant Area Manager / AM - Area Manager - Wealth Management & Financial Planning, FPD. Job Description : Responsible for Sales & Marketing of Financial products & Wealth Management. Must have Excellent Knowledge of wealth management & financial planning. Role Person will be Location Head , heading City & reporting to Zone Head . Channel is FPD Financial Product Distribution channel Selling multiple financial products with the help of 50-100 freelance & part time salaried distributors on vendors payroll. Acquire clients by understanding their financial needs and offering them personalized products. Candidate Profile : Experience - 4 6 Years of Wealth Sales, Wealth Management and Financial Planning. Knowledge of Local areas is preferred. Notice Period - 1- 2 Months Local people from same City preferred Reporting to Zone Head Email resume to or Call onor WhatsApp.