North India || Area Manager- Investment Products

Delhi - India

Monthly Salary: Not Disclosed

Posted on: 5 hours ago

Vacancies: 1 Vacancy

Job Summary

Position: Area Manager- Investment Products
CTC: up to 9 LPA Incentives
Exp. 2 HNI Acquisition/ Wealth Sales/ PMS/ AIF Sales from BFSI Industry
Location: Delhi/ Chandigarh/ Jodhpur
Education: Graduate or MBA/PGDM in Financial Planning/Wealth Management. Other qualifications like CFP will be an advantage.
Industry: Financial Services

Job Role:

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. HNI Client Acquisitions and Relationship Management.

Job Mandates:

1. Ability to inspire trust and confidence in clients.
2. Ability to engage clients in meaningful conversations about their finances and take an active interest in their financial well-being.
3. A thorough understanding of financial markets movements and expectations with respect to the market.
4. Ability to process several inputs provided by the research team and other sources and apply them to the specific context of several clients thus generating insights for clients.

5. Good oral and written communication skills with clarity of thought speech and expression.

Interested or know someone suitable
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Position: Area Manager- Investment Products CTC: up to 9 LPA Incentives Exp. 2 HNI Acquisition/ Wealth Sales/ PMS/ AIF Sales from BFSI Industry Location: Delhi/ Chandigarh/ Jodhpur Education: Graduate or MBA/PGDM in Financial Planning/Wealth Management. Other qualifications like CFP will be an a...