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Area Manager - Investment Products

Area Manager - Investment Products

QuickTurtle

5 - 9 years

12 - 15 Lacs

ahmedabad

Posted:16 hours ago| Platform:

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Skills Required

area management business development sales marketing wealth management area sales management team management channel sales territory sales management team handling branch management sales management relationship management territory management

Work Mode

Work from Office

Job Type

Full Time

Job Description

1) Drive a team of wealth manager to cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products 2) Through team and self contribution meet the required AUM, investor acquisition and AUM targets for given area.3) Ensure the timely delivery of customized wealth advise to HNI customers4) Periodic review of clients portfolio to ensure that they are in line with clients investment objectives5) Conduct periodic trainings on products and process for the team6) Joint calls with Relationship Managers/Team

Candidate profile

1). 5+ Years in sales/wealth management of handling the HNI clients.
2). Team handling experience: Needed,3). Preferred industry back ground: Wealth Management, Banking, Investment Counselling .

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Area Manager - Investment Products