Area Manager- Franchisee_Pune
3 Nos.
128900
Full Time
1.0 Year(s) To 8.0 Year(s)
2.00 LPA TO 5.00 LPA
BFSI, Investments & Trading
NBFC/MFI
Any - Any Graduation
Job Description:
- 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.
- Daily update the work to the reporting manager by EOD
Desired Profile / Criteria / Skills :
Requirements:
- Education: An MBA/PGDM – (Finance/Marketing) Degree holder or focused education in financial planning/Wealth Management. Other qualifications like CFP will be an advantage.
- Experience – Minimum 1.5+ yrs in handling HNI Relationship, Sales & Financial Planning of HNI
- Clients from BFSI sector with good business / market knowledge. Having experience of handling
- HNI Client Acquisitions and Relationship Management & service.
Company Profile
A leading diversified organization headquartered in Mumbai, India, with a strong presence across wealth management, capital markets, and investment banking domains. The company is recognized for its innovative investment solutions, research-driven approach, and customer-centric advisory expertise. With a robust nationwide network and a legacy of excellence, it continues to empower investors through technology-enabled platforms and market expertise. The organization is known for its dynamic work culture, continuous learning environment, and strong career growth opportunities for professionals.
Apply Now
- Interested candidates are requested to apply for this job.
- Recruiters will evaluate your candidature and will get in touch with you.