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Area Head - - Finwizard Technology Pvt Ltd

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 Area Head - - Finwizard Technology Pvt Ltd

Job Description

The Area Head is responsible for representing the organization at our partner bank locations. He/she will make sure that the organizational footprint in the market is prominent and in turn generate sales and revenue by utilizing excellent, in-depth knowledge of company products & services.


Key Responsibilities:

  1. Establish and support various channels of customer outreach for the company, such as bank partnerships and achieve sales targets from these channels
  2. Run and manage day to day business and operations for one or more of our partner banks
  3. Set up processes, systems and monitor all key business metricsfor the partnership and also the deliverables of his/her direct team
  4. Maintain strong working relationships with the bank representatives to ensure the products and services of the organization are marketed and sold optimally
  5. Plan, organize and implement promotional activities in various bank branches
  6. Function as point of contact for conflict resolution, customer support and ensuring that the queries are resolved in a timely and professional manner
  7. Keep abreast with latest developments in the organization's products and services
  8. Should be able to manage HNI customers
  9. Will have a team reporting to him

Education: Post Graduate


Skills/Competencies

1. A good leader

2. Seamless Communication in English, Hindi and Regional/local language(must)

3. Knowledge of Mutual Funds, Insurance, Equity, Debt Markets

4. Customer/Client Focus

5. Decision Making

6. Problem Analysis/Solving

7. Results Driven

8. Teamwork Orientation

9. Networking skills & ability to build long-term professional relationships

10. Managed large teams


Location - Pan India

Job Classification

Industry: Banking, Financial Services, Broking
Functional Area: Sales, Retail, Business Development,
Role Category: Retail Sales
Role: Retail Sales
Employement Type: Full time

Education

Under Graduation: Any Graduate in Any Specialization
Post Graduation: Any Postgraduate in Any Specialization, Post Graduation Not Required
Doctorate: Any Doctorate in Any Specialization, Doctorate Not Required

Contact Details:

Company: Finwizard Technology Pvt Ltd
Location(s): Across India

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Keyskills:   insurance networking skills Debt Market Channel Sales equity client focus sales banking conflict resolution Travel problem financial planning mutual funds business operations Equity Market

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₹ 8,00,000 - 10,00,000 P.A

Finwizard Technology

Fisdom is an award winning, robo-advisory firm operating in the wealth management space. We currently offer investors a 360-degree wealth management platform for mutual funds and Insurance. Fisdom blends cutting-edge technology with conventional wealth management wisdom to make superior advisory acc...