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| Job Location | India |
| Education | Not Mentioned |
| Salary | Not mentioned |
| Industry | Not mentioned |
| Functional Area | Not Mentioned |
| EmploymentType | Full-time |
Area Manager Job Specifications Required : 1. Servicing franchisee & existing PMS clients.2. Build a good rapport with them by providing market information & current portfolio status.3. Cross selling of Equity, Mutual Fund & PMS products.4. Having strong analytical & communication skills.5. Ability to learn and be updated in line with the capital markets & current affairs. 6. Achieving desired sales targets.7. Daily update the work to the reporting manager by EODQualifications : 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.Desired Skill Set : - Ability to inspire trust and confidence in clients.- Ability to engage clients in meaningful conversations about their finances and take active interest in their financial well being.- A thorough understanding of financial markets, their behavior, movements and expectations with respect to market.- Ability to process several inputs provided by research team and other sources and apply them to the specific context of several clients thus generating insights for clients - Good oral and written communication skills with clarity of thought, speech and expression (ref:updazz.com)