Financial Services Jobs - Sales, Marketing & Operations - Wealth / Asset Management - All India (Delhi)

Financial Services Jobs - Sales, Marketing & Operations - Wealth / Asset Management - All India (Delhi)

10 Aug
|
Important Business
|
Delhi

10 Aug

Important Business

Delhi

AAM - Assistant Area Manager / AM - Area Manager - Wealth Management & Financial Planning, FPD.




Job Description :


Responsible for Sales & Marketing of Financial products & Wealth Management.


Must have Excellent Knowledge of wealth management & financial planning.


Role – Person will be Location Head , heading City & reporting to Zone Head .


Channel is FPD – Financial Product Distribution channel


Selling multiple financial products with the help of 50 -100 freelance & part time salaried distributors on vendors payroll.


Acquire clients by understanding their financial needs and offering them personalized products.


Requirements

Candidate Profile :


Experience - 4 – 6 Years of Wealth Sales,



Wealth Management and Financial Planning.


Knowledge of Local areas is preferred.


Notice Period - 1 - 2 Months


Local people from same City preferred


Reporting to Zone Head




Key Result Areas :


Achieve revenue growth & profitability to upscale the team.


To ensure training & development for team effectiveness.


To effectively manage day to day team administration and operations.


To ensure customer management & engagement.


To ensure effective risk management & development.


Perks

04 LPA to 10 LPA


📌 Financial Services Jobs - Sales, Marketing & Operations - Wealth / Asset Management - All India (Delhi)
🏢 Important Business
📍 Delhi

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