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Area Manager - Investment Products

Area Manager - Investment Products

QuickTurtle

5 - 9 years

7 - 9 Lacs

Varanasi Ahmedabad Surat

Posted:2 weeks ago| Platform:

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Skills Required

area management marketing sales management area sales management channel sales territory sales management business development sales

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Work from Office

Job Type

Full Time

Job Description

1) Drive a team of wealth manager to cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products 2) Through team and self contribution meet the required AUM, investor acquisition and AUM targets for given area. 3) Ensure the timely delivery of customized wealth advise to HNI customers 4) Periodic review of clients portfolio to ensure that they are in line with clients investment objectives 5) Conduct periodic trainings on products and process for the team 6) Joint calls with Relationship Managers/Team Location: Surat,Ahmedabad,Varanasi,Chandigarh,Mumbai

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Area Manager - Investment Products