Area Manager- Investment Products

Job Role:

1. Servicing franchisee & existing PMS clients.
2. Build a good rapport with them by providing market information & current portfolio status.
3. Cross selling of Equity, Mutual Fund & PMS products.
4. Having strong analytical & communication skills.
5. Ability to learn and be updated in line with the capital markets & current affairs.
6. Achieving desired sales targets.

7. HNI Client Acquisitions and Relationship Management.

Job Mandates:

1. Ability to inspire trust and confidence in clients.
2. Ability to engage clients in meaningful conversations about their finances and take active interest in their financial well being.
3. A thorough understanding of financial markets, movements and expectations with respect to market.
4. Ability to process several inputs provided by research team and other sources and apply them to the specific context of several clients thus generating insights for clients.

5. Good oral and written communication skills with clarity of thought, speech and expression.