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For Employers

Area Manager

VEERWAL GETWORK SERVICES PRIVATE LIMITED

6 - 9 years

|

5 - 9 Lacs

Posted:1 day ago| Platform:

Apply

Skills Required

area management ifa engagement process financial market pms business development sales

Work Mode

Work from Office

Job Type

Full Time

Job Description

Role & responsibilities

Passion for channel business, relationships and qualitative value addition in business IFAs and their clients, competition, other stakeholders :-

Empanelment of Franchiese based on Eligibility criteria designed by the company.
Supporting Franchiese in terms of Joint calls/Training programs etc. for driving sales and meet the revenue target from the mapped Franchiese
Providing continuous support to the IFAs on day on day
Drive IFA Engagement process
Timely Resolution of Franchiese queries
To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios.
To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients.
To conduct and assist in organizing seminars, workshops and other business development activities.

Preferred candidate profile

Ability to inspire trust and confidence in clients.
Knowledge of PMS & AIF.
Ability to engage clients in meaningful conversations about their finances and take active interest in their financial well being.
A thorough understanding of financial markets, their behavior, movements and expectations with respect to market

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VEERWAL GETWORK SERVICES PRIVATE LIMITED

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