Area manager - Investment Product

Success Partner Consultants; Patna; On-site; INR 600,000 - 900,000; Full time

Job summary

Success Partner Consultants in Patna is seeking a finance sales professional to service franchisee and HNI clients, providing market updates and portfolio status.

You will cross-sell equity, mutual funds, and PMS products, build trust, and engage clients in meaningful conversations about their finances while achieving sales targets. Strong communication and analytical skills are required, with a learning mindset to stay updated on capital markets.

Qualifications

• MBA/PGDM in Finance or Marketing or CFP advantageous.
• Minimum 1.5+ years in handling HNI relationships, sales and financial planning in BFSI.
• Experience in HNI client acquisitions and relationship management & service.

Responsibilities

• Servicing franchisee & existing PMS clients.
• Build rapport with clients by providing market information & current portfolio status.
• Cross selling of Equity, Mutual Fund & PMS products.
• Achieving desired sales targets.
• Daily updates to reporting manager by end of day.

Skills

Analytical skills

Communication skills

Interpersonal skills

Sales aptitude

Market knowledge

Education

MBA/PGDM (Finance/Marketing)

Job description

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