Area Manager

Designation:

Department/Function:

Industry:

Reporting to:

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.