Area Manager
Content + Source + Freshness • 18 Dec 2025 • 95% confidence
Offer value
Strong value due to the reputable employer in the wealth management sector, opportunities for career advancement, and competitive remuneration.
- Competitive opportunities in wealth management sector.
- Strong focus on career development and client engagement.
- Sales-driven role with a clear impact on business growth.
Pros
- Opportunity to work in a rapidly growing fintech company.
- Role with direct impact on sales and market presence.
- Possibility for professional growth through handling diverse banking partnerships.
Cons
- Requires extensive travel, which may not suit all lifestyles.
- Sales targets may create performance pressure.
- Limited details on actual compensation structure.
Who it's for
Mid-level • Field-based with travel requirements.
Good fit
- Experienced sales professionals in financial services.
- Individuals looking for dynamic roles in fast-growing companies.
- Candidates seeking a blend of financial acumen and customer interaction.
Not recommended for
- New graduates without sales experience.
- Individuals preferring sedentary roles.
- Candidates averse to performance metrics and travel.
Motivation fit
Key skills
About the job
Grade-Executive/ Assistant ManagerAbout the Company: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.Fisdom has just raised $ 11M in the last round led by NASPERS (ONE OF THE LARGEST VC GLOBALLY).We partner with Banks (as digital partner) and own the Wealth Management Business of the bank. The current partnership includes PNB (Combined entity with OBC and UBI), Indian Bank (merged entity include Allahabad Bank), Lakshmi Vilas Bank, Karnataka Bank, City Union Bank to name a few apart for few Small Finance banks, Cooperative Banks and digital partnerships.We strive to become largest digital wealth Management Company keeping customer experience at CORE.Summary/Objective:The Area Manager 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. Support various channels of customer outreach for the company, such as bank partnerships and achieve sales targets from these channels2. Run and manage day to day business and operations for one or more of our partner banks3. Maintain strong working relationships with the bank representatives to ensure the products and services of the organization are marketed and sold optimally4. Plan, organize and implement promotional activities in various bank branches5. Function as point of contact for conflict resolution, customer support and ensuring that the queries are resolved in a timely and professional manner6. Keep abreast with latest developments in the organization’s products and servicesEducation: Graduate/Post GraduateSkills/Competencies1. Seamless Communication in English, Hindi and Regional/local language(must)2. Knowledge of Mutual Funds, Insurance, Equity, Debt Markets3. Customer/Client Focus4. Problem Analysis/Solving5. Results Driven6. Teamwork OrientationExperience:1. 2-4 years of relevant experience2. Experience in B2C sales / business development or relationship management3. Professionals having sales/marketing experience in financial services like bancassurance channel of insurance company, corporate sales 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 prominence5. An ideal candidate will also come with experience of marketing and selling financial products such as Mutual Funds,Insurance, Equity and Debt Markets.Locations : Multiple Cities in IndiaJob Specifications: This is a full-time position. Travelling will be 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.
