Area Sales Manager, Investments

QuickTurtle is seeking a highly experienced and dynamic Area Sales Manager, Investments . In this pivotal role, you will leverage your extensive knowledge of financial products and proven team leadership skills to drive sales, manage a diverse team, and collaborate across departments to achieve ambitious investment goals.

Key Responsibilities

• Expertise in Financial Products : Utilize your extensive knowledge of diverse financial products, including Mutual Funds, PMS (Portfolio Management Services), AIF (Alternate Investment Funds), Corporate Deposits, Bonds, NCDs (Non-Convertible Debentures), Insurances, and Stock Broking , to guide your team and clients.
• Team Leadership : Lead and effectively manage a team of Assistant Area Sales Managers (ASMs) and Relationship Managers (RMs) , bringing at least 5 years of prior experience in team management . This includes accompanying ASMs / RMs on client calls to provide guidance and support.
• Collaboration and Marketing : Work closely with the marketing team to effectively market investment products. Collaborate seamlessly with Relationship Managers, Dealers, and Partners for optimal product distribution.
• Goal Achievement : Drive and coordinate different teams and departments to consistently achieve established goals and objectives.
• Stakeholder Engagement : Present compelling product strategies to partners and stakeholders, clearly outlining plans, potential risks, and opportunities.
• Client Engagement : Regularly meet with clients to deeply understand their interests and preferences, ensuring tailored solutions.
• Feedback and User Communication : Actively solicit and incorporate feedback from various user groups, including ASMs / RMs, Dealers, Equity Advisors, Franchisees, and end clients. Maintain ongoing communication with existing users regarding any product changes or updates.
• Market Intelligence : Conduct thorough analysis of the competition through market intelligence, refining sales strategies accordingly to maintain a competitive edge.
• Data Reporting : Collect relevant market data and prepare insightful reports for both the Marketing and Leadership teams.
• Training and Development : Oversee product department training initiatives for RMs, Dealers, operations, and customer service personnel, ensuring effective product knowledge transfer and enhancing overall team capabilities.

Skills Required

Sales Management, Investment Banking, Stock Broking, Training And Development, Market Intelligence, Financial Products