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Area Manager- Investment Products

5 - 10 years

5 - 10 Lacs

Chandigarh Chandigarh India

Posted:5 days ago| Platform: Foundit logo

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Skills Required

Wealth Management Leading Team Portfolio Management Aum strategic business advice Sales Support

Work Mode

On-site

Job Type

Full Time

Job Description

Area Manager - Investment Products

Area Manager - Investment Products

Key Responsibilities

  • Drive a team of Wealth Managers

    to effectively cater to the investment needs of mass affluent clients. This involves recommending a diverse suite of products including Mutual Funds (MF), Portfolio Management Services (PMS), Alternative Investment Funds (AIF), Private Equity (PE), Structured Products (SP), Unlisted Shares, Bonds, Direct Equity, and Equity Advisory Products.

  • Meet required Assets Under Management (AUM) and investor acquisition targets

    for your assigned area, contributing both through team efforts and personal contributions.

  • Ensure the timely delivery of customized wealth advice

    to HNI (High Net Worth) customers, maintaining our high standards of service.
  • Conduct

    periodic reviews of clients portfolios

    to ensure they remain aligned with their investment objectives and risk profiles.

  • Conduct periodic trainings

    on products and processes for your team, ensuring they are well-equipped and up-to-date with market offerings and best practices.
  • Engage in

    joint calls with Relationship Managers/Team

    to support sales efforts, provide mentorship, and foster client relationships.

Candidate Profile

  • Experience:

    5+ years in sales/wealth management, with significant experience in handling HNI clients.

  • Team Handling Experience:

    Proven experience in managing and leading a team is required.

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