Branch Manager jobs in Chandigarh - Finvasia Group

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  • Job View 150 Views
  • Applicants Less than 5 Applicants
  • 2019-07-30

Job Description

• Will be responsible for primarily selling Equity based investment products.

• Clientele Focus Retail & HNI Customers.

• Goal Acquiring new clients through the leads generated and increasing existing investors investment allocation in Finvasia by building strong investor relationship.

• Initiate and develop rapport with the prospects / clients through meetings, phone calls, emails etc. and subsequent follow up from team

• Understanding Clients requirements and Risk Appetite with sound knowledge of other Asset Classes.

• Handling Investor /Prospective Clients queries

• Responsible for achieving Team targets as assigned by the organization on a monthly basis.

• Build team and take regular updates from team as an when required

• Required Education, Skill Set & Knowledge Graduate / Post graduate 5yrs- 10yrs of Sales experience in direct selling of financial products from any financial services industry.

• Equity/ Mutual Fund/ PMS sales experience is preferred.

• Candidates having AUM (Asset under Management) and connect among HNIs, will have advantage.

• Minimum book size expected is 20 cr

• Should have good communication & presentation skills.

• Pleasing and positive attitude.

• Should be a self-starter, proactive & target oriented.


Banking, Investments, Stock Market & Financial Services

Functional Area

Banking / Investments / Stock Market / Financial Services

Number of Vacancy



Other Bachelor Degree

About Finvasia Group

Finvasia is a Technology Intensive Diversified Financial Services Company Which Advises Clients On Investments in Fourteen Countries, Ranging from Australia to Brazil and Everything in Between. Finvasia is Registered with Securities and Exchange Commission (usa) as An Investment Advisor, and as a Foreign Institutional Investor (fii) with Securities Exchange Board of India (sebi).

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