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.