Asst. Area Manager

Dear Candidate,

Greetings From"APEX SERVICES"

Role- Assistant Area Manager /Area Manager

CTC- up to-8 LPA+ incentive + Other benefit

Key Responsibilities:

• Business Growth & Revenue Generation:

Drive team-level sales and profitability across financial products including broking, mutual funds,

life & health insurance, cards, and loans.

• Team Management:

Lead, mentor, and grow a team of part-time salaried Financial Product Distributors (on vendor

payroll). Ensure their training, productivity, and performance are aligned with company goals.

• Customer Acquisition & Retention:

Expand UHNI and corporate customer base. Foster local area programs, referral models, and

client retention strategies.

• Operations & Administration:

Oversee daily branch operations, ensure smooth backend functioning, and manage distributor-

level reporting and escalations.

• Compliance & Risk Management:

Adhere to all regulatory and internal compliance norms; monitor CIBIL scores, documentation,

and grievance redressal.

• Market Intelligence & Strategy:

Scan local competition and consumer demand trends. Engage in innovative planning to align

with evolving market dynamics.

Candidate Profile:

• Experience: 46 years in wealth sales (Wealth Management firms, Banks, NBFCs)

• Education

  : Graduate

• Age

  : Below 33 years

• Notice Period

  : Maximum 1-2 months

Kindly reply with updated CV on apex.ujjwal@gmail.com . if you are interested for the mentioned Job Role. you can call also on 6394266681