Area Manager

Job highlights

• Annual Bonus, PF, Petrol Allowance, Internet Allowance, Flexible Working Hours, Laptop, Health InsuranceJob DescriptionFinancial Planning: Create comprehensive financial plans tailored to Wallet4Wealth existing and new clients.Product Management: Deal with mutual funds, broking, insurance, and loan products tied to top banks and financial services.Client Management: Manage client portfolios and relationships directly with assigned company clients, often without needing cold acquisition from the natural market.Business Development: Acquire new clients and deliver suitable investment solutions aligned with the firm's advisory goalsShow moreJob roleDepartmentBanking / Insurance / Financial ServicesRole / CategoryTrading, Asset & Wealth ManagementEmployment typeFull TimeShiftDay ShiftJob requirementsExperienceMin. 5 yearsEducationGraduateSkillsLife insurance, Mutual funds, Retirement Plans, Fixed DepositsEnglish levelGood (Intermediate / Advanced) EnglishRegional languageFluent in speaking

Financial Planning: Create comprehensive financial plans tailored to Wallet4Wealth existing and new clients. Product Management: Deal with mutual funds, broking, insurance, and loan products tied to top banks and financial services. Client Management: Manage client portfolios and relationships directly with assigned company clients, often without needing cold acquisition from the natural market. Business Development: Acquire new clients and deliver suitable investment solutions aligned with the firm's advisory goals