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    Area Manager

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    yoxeno
    The document describes a job posting for an Assistant Manager of Partnerships at a robo-advisory firm. The role is responsible for representing the firm at partner bank locations to generate sales and revenue through knowledge of products and services. Key responsibilities include managing bank partnerships, achieving sales targets, engaging daily with branches, and resolving customer issues. The ideal candidate has 1-3 years of relevant sales, business development, or relationship management experience.

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    © All Rights Reserved
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    Area Manager

    Uploaded by

    yoxeno
    17 views2 pages
    The document describes a job posting for an Assistant Manager of Partnerships at a robo-advisory firm. The role is responsible for representing the firm at partner bank locations to generate sales and revenue through knowledge of products and services. Key responsibilities include managing bank partnerships, achieving sales targets, engaging daily with branches, and resolving customer issues. The ideal candidate has 1-3 years of relevant sales, business development, or relationship management experience.

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    The document describes a job posting for an Assistant Manager of Partnerships at a robo-advisory firm. The role is responsible for representing the firm at partner bank locations to generate sales and revenue through knowledge of products and services. Key responsibilities include managing bank partnerships, achieving sales targets, engaging daily with branches, and resolving customer issues. The ideal candidate has 1-3 years of relevant sales, business development, or relationship management experience.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    17 views2 pages

    Area Manager

    Uploaded by

    yoxeno
    The document describes a job posting for an Assistant Manager of Partnerships at a robo-advisory firm. The role is responsible for representing the firm at partner bank locations to generate sales and revenue through knowledge of products and services. Key responsibilities include managing bank partnerships, achieving sales targets, engaging daily with branches, and resolving customer issues. The ideal candidate has 1-3 years of relevant sales, business development, or relationship management experience.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    of 2

    JOB DESCRIPTION: Assistant Manager-Partnerships

    About Us:

    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
    accessible to all. Our focus is to help everyone maximize his/her wealth. For more info, visit:
    www.fisdom.com We are growing and constantly looking for high performers to participate in our growth
    story.

    Summary/Objective:

    The Assistant Manager- Partnerships 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. Manage our bank partnerships and achieve sales targets from these partnerships.

    2. Run and manage day to day business and operations for one or more of our partner banks

    3. Engage with the branches and staff on a daily basis and become an enabler for them to sell Mutual
    Funds via Fisdom

    4. Be accountable for the number and value target for his/her respective territory along with personal HNI
    selling

    5. Manage administrative activities (20%-30%) related to marketing such as document collection,


    coordination with head-office of various banks

    6. Maintain strong working relationships with the bank representatives to ensure the products and
    services of the organization are marketed and sold optimally

    7. Plan, organize and implement promotional activities in various client sites

    8. Function as point of contact for conflict resolution, customer support and ensuring that the queries are
    resolved in a timely and professional manner

    9. Keep abreast with latest developments in the organization’s products and services

    Education:

    Graduate in commerce / MBA in marketing/Finance

    Skills/Competencies:

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

    2. Knowledge of Mutual Funds, Equity, Debt Markets

    3. Customer/Client Focus
    4. Decision Making

    5. Problem Analysis/Solving

    6. Results Driven

    7. Teamwork Orientation

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

    Experience:

    1. 1-3 Years of relevant experience

    2. Experience in B2C sales / business development or relationship management

    3. Professionals having sales/marketing experience in financial services like bancassurance channel of


    mutual fund houses, wealth management team in a bank, franchisee management in a broker / distributor
    will be given priority.

    4. Candidates with record of outperforming sales/revenue targets will be given prominence

    5. An ideal candidate will also come with experience of marketing and selling financial products such as
    Mutual Funds, Equity and Debt Markets.

    Job Specifications:

    This is a full-time position. Travelling maybe required (10-50%)

    What is at offer:

    Excellent work culture, opportunity to be a part of a growing organization with immense learning
    possibilities. All of this, along with top of the line remuneration and performance based pay

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