Territory Manager

Position:

Location:

Employment Type:

About the Job

Fydaa (unit of Multistrato Capital Advisors Private Limited) is a wealth-inclusive Bharat initiative to make a difference in our client’s lives and financial well-being.

Territory Managers

Fydaa has obtained SEBI’s license in investment advisory allowing holistic financial planning as well as access to some of the best technical advancements in the industry to help you support your client. You will have the opportunity to run and manage many parts of a client’s wealth, taking a healthy interest in the well-being of your client’s finances.

You will be responsible for building solid relationships with clients and assisting them in making better decisions by providing investment advisory services that combine other financial services to address the needs of your portfolio.

How You Will Fulfill Your Potential

• Build and manage a B2C portfolio of clients.
• Plan and manage new account onboarding process, asset transfers and other account service requests.
• Building a strong and trusting relationships as well as maintaining continued strong communication with a personalized advisory approach.
• Conduct in-depth reviews to identify personal and financial needs of our clients and deliver tailored wealth management to your clients.
• Build continuous AUM (assets under management) by identifying current personal financial needs as well as discovering other financial opportunities and advising on findings.
• You will continuously gather information to assess potential impacts and identify possible risks and opportunities for the client.
• Proactively anticipate, determine and recommend solutions to meet client needs and/or resolve issues surrounding investment related transactions.
• Advise on a full range of products and services that can be offered. Providing individualized advice on personal wealth across multiple asset classes.
• Stay informed and comply with all relevant legislative, financial, procedural, and quality requirements.
• Complete positive/negative consent client emails, handle exception tracking and comments.

QUALIFICATION & SKILLS WE’RE LOOKING FOR

• Bachelor’s degree required as minimum.
• Proficiency in Microsoft products such as Excel, Word, PowerPoint, and Gmail.
• Enthusiastic and positive approach to problem-solving and client service.
• Demonstrated excellent verbal and written communication skills.
• Proven track record with cross-training, task-sharing and mutually supportive teamwork.