16 Oct
|
Important Business
|
Delhi
16 Oct
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