Area manager - Investment Product
Success Partner Consultants Pvt. Ltd. · Patna · onsite · Posted 30d ago
About a minute. You'll make an account on the way through.
About this role
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 EOD
Qualifications: -
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
- Good interpersonal skills
- Good Analytical Skills
General Competencies:
- Positive attitude, socially effective, high level of perseverance and patience
- Assertive & hard working ,Result oriented
Sourced from naukri
Skills
About Success Partner Consultants
Success Partner Consultants Pvt. Ltd.
51-200
employees
2013
13 years old
Kolkata
IN
₹3.4L PA avg
Avg at Success Partner Consultants
About
Success Partner Consultants operate in the knowledge domain with a team of experienced and qualified professionals like Senior HRs from tier 1 corporates, IIT/ IIM Grads,Ex Bureaucrat and Engineers.
We help our clients develop their long-term staffing strategies and secure the employees best qualified to meet the unique challenges they face. We know our client's world, we help them grow.
We build long-lasting relationships with talents offering them continuity through successive placements, training and career development. We don`t just provide jobs, we build careers.
With our in-depth industry experience, extensive resources and effective HR solutions we connect clients with the people they need, and people with the work they want.
Success Partner Consultants understands that the right individual can make all the difference in the success of your business. Finding the right resource with the right skill set is critical to your company but can also be taxing on your internal resources. That's where Success Partner Consultants can help. We have specialty divisions that are focused on finding staff to meet the unique needs of your company.
Vision:
We want to be the Manpower Service Providers. Our vision is to be the preferred company for Manpower Placement and all other solutions offered to our clients. We aspire to become the most preferred organization for our clients, candidates and employees.
Mission:
To build a vibrant organization by providing quality staffing solutions, along with innovating ourselves constantly, to be the leader of global trends in the sector. We also have a mission to change lives every day – one job at a time.
Industries
Employee ratings
10 reviews
Culture
4.0
Career growth
4.0
Work-life
4.1
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