Position: Area Manager- Investment Products

CTC: up to 9 LPA + Incentives

Exp. 2+ Yrs. in HNI Acquisition/ Wealth Sales/ PMS/ AIF Sales via IFA/B2B/Franchise Channel within BFSI Industry

Location: Delhi/ Chandigarh/ Ludhiana / Noida / Gurugram

Education: Graduate or MBA/PGDM in Financial Planning/Wealth Management. Other qualifications like CFP, will be an advantage.

Industry: Financial Services

Job Role:

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

Job Mandates:

- Ability to inspire trust and confidence in clients.




- Ability to engage clients in meaningful conversations about their finances and take an active interest in their financial well-being.
- A thorough understanding of financial markets, movements and expectations with respect to the market.
- Ability to process several inputs provided by the research team and other sources and apply them to the specific context of several clients, thus generating insights for clients.
- Positive oral and written communication skills with clarity of thought, speech and expression.

Interested or know someone suitable?

Drop your resume at [email protected] or submit your resume directly here https://buff.ly/8UyhDr2 with all the details.

Looking for more BFSI opportunities? Join our exclusive WhatsApp Community to get real-time job updates before they hit job boards: https://buff.ly/HaD0oc8 and share the link with your circle.

📌 Area Manager- Investment Products (Delhi)
🏢 Skywings Advisors
📍 Delhi