Area Manager-Investment Products

Roles and Responsibilities:

• 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
• Through team and self contribution meet the required AUM, investor acquisition and AUM targets for given area.
• Ensure the timely delivery of customized wealth advise to HNI customers
• Periodic review of clients portfolio to ensure that they are in line with clients investment objectives
• Conduct periodic trainings on products and process for the team
• Joint calls with Relationship Managers/Team

Candidate Profile

• 5+ Years in sales/wealth management of handling the HNI clients.
• Team handling experience: Needed,
• Preferred industry back ground: Wealth Management, Banking, Investment Counselling