Area Sales Manager, Investments

Area Sales Manager, Investments

Key Responsibilities

• Expertise in Financial Products:

  Utilize your extensive knowledge of diverse financial products, including

  Mutual Funds, PMS (Portfolio Management Services), AIF (Alternate Investment Funds), Corporate Deposits, Bonds, NCDs (Non-Convertible Debentures), Insurances, and Stock Broking

  , to guide your team and clients.

• Team Leadership:

  Lead and effectively manage a team of

  Assistant Area Sales Managers (ASMs) and Relationship Managers (RMs)

  , bringing at least

  5 years of prior experience in team management

  . This includes accompanying ASMs/RMs on client calls to provide guidance and support.

• Collaboration and Marketing:

  Work closely with the

  marketing team

  to effectively market investment products. Collaborate seamlessly with

  Relationship Managers, Dealers, and Partners

  for optimal product distribution.

• Goal Achievement:

  Drive and coordinate different teams and departments to consistently achieve established goals and objectives.

• Stakeholder Engagement:

  Present compelling product strategies to partners and stakeholders, clearly outlining plans, potential risks, and opportunities.

• Client Engagement:

  Regularly meet with clients to deeply understand their interests and preferences, ensuring tailored solutions.

• Feedback and User Communication:

  Actively solicit and incorporate feedback from various user groups, including ASMs/RMs, Dealers, Equity Advisors, Franchisees, and end clients. Maintain ongoing communication with existing users regarding any product changes or updates.

• Market Intelligence:

  Conduct thorough analysis of the competition through market intelligence, refining sales strategies accordingly to maintain a competitive edge.

• Data Reporting:

  Collect relevant market data and prepare insightful reports for both the Marketing and Leadership teams.

• Training and Development:

  Oversee product department training initiatives for RMs, Dealers, operations, and customer service personnel, ensuring effective product knowledge transfer and enhancing overall team capabilities.