Area Manager - Investment Products (Exp 2Y+) - CTC 4L - 6L - Vizag/Hyderabad

•Servicing franchisee & existing PMS clients.

•Build a good rapport with them by providing market information & current portfolio status.

•Cross selling of Mutual Fund, PMS & AIF, Bonds and other TPD products.

• Having strong analytical & communication skills.

•Ability to learn and be updated in line with the capital markets & current affairs.

•Achieving desired sales targets.

Qualifications & Experience:

•An MBA/PGDM – (Finance/Marketing) Degree holder or focused education in Financial planning/Wealth Management. Other qualifications like CFP will be an advantage.

•Minimum 2 + 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.

Experience in handling any of Mutual Funds/Stock Broking/PMS/AIF/Unlisted is a must.

Experience in AMC/Stock Broking/Wealth Management Company/Bank is preferred.

CTC: 4L to 7L

Location: Visakhapatnam/Hyderabad

Interested candidates can mail resume to srinivasu.pala@motilaloswal.com

Industry

• Financial Services

Employment Type

Full-time