Franchisee - Senior Manager - Affluent Franchisee Relations - West

<p class="MsoNormal" style="text-align:justify;"><b><u><span lang="en-us" style="color:#000000;" xml:lang="en-us">Roles:</span></u></b></p><p></p> <p style="margin-left:36pt;text-indent:-18pt;"><span lang="en-us" style="font-size:10pt;font-family:Calibri, sans-serif;" xml:lang="en-us">1.<span style="font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span><span lang="en-us" style="font-family:Calibri, sans-serif;" xml:lang="en-us">Work closely with the Franchisee and business partner and their affluent clients </span></p><p></p> <p style="margin-left:36pt;text-indent:-18pt;"><span lang="en-us" style="font-size:10pt;font-family:Calibri, sans-serif;" xml:lang="en-us">2.<span style="font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span><span lang="en-us" style="font-family:Calibri, sans-serif;" xml:lang="en-us">Understand Franchisee needs and offer comprehensive wealth management solutions, including investments, insurance, PMS/AIF and structured products for their clients</span></p><p></p> <p style="margin-left:36pt;text-indent:-18pt;"><span lang="en-us" style="font-size:10pt;font-family:Calibri, sans-serif;" xml:lang="en-us">3.<span style="font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span><span lang="en-us" style="font-family:Calibri, sans-serif;" xml:lang="en-us">Achieve AUM and revenue targets through cross-selling investment products through mapped Franchisee partners</span></p><p></p> <p style="margin-left:36pt;text-indent:-18pt;"><span lang="en-us" style="font-size:10pt;font-family:Calibri, sans-serif;" xml:lang="en-us">4.<span style="font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span><span lang="en-us" style="font-family:Calibri, sans-serif;" xml:lang="en-us">Ensure high standards of Franchisee servicing and compliance with internal and regulatory guidelines</span></p><p></p> <p style="margin-left:36pt;text-indent:-18pt;"><span lang="en-us" style="font-size:10pt;font-family:Calibri, sans-serif;" xml:lang="en-us">5.<span style="font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span><span lang="en-us" style="font-family:Calibri, sans-serif;" xml:lang="en-us">Keep updated on market trends, investment products, and global financial news</span></p><p></p> <p style="margin-left:36pt;text-indent:-18pt;"><span lang="en-us" style="font-size:10pt;font-family:Calibri, sans-serif;" xml:lang="en-us">6.<span style="font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span><span lang="en-us" style="font-family:Calibri, sans-serif;" xml:lang="en-us">Proactively identify new business opportunities within existing and potential clients</span></p><p></p> <p style="margin-left:36pt;text-indent:-18pt;"><span lang="en-us" style="font-size:10pt;font-family:Calibri, sans-serif;" xml:lang="en-us">7.<span style="font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span><span lang="en-us" style="font-family:Calibri, sans-serif;" xml:lang="en-us">Participate in marketing and Franchisee engagement events</span></p><p></p> <p style="margin-left:36pt;text-indent:-18pt;"><span lang="en-us" style="font-size:10pt;font-family:Calibri, sans-serif;" xml:lang="en-us">8.<span style="font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span><span lang="en-us" style="font-family:Calibri, sans-serif;" xml:lang="en-us">Conduct Regular visit to Franchisee partner to strengthen their product knowledge and capability</span></p><p></p> <h3><span style="font-family:Calibri, sans-serif;">Key Skills & Competencies:</span></h3><p></p> <p style="margin-left:36pt;text-indent:-18pt;"><span lang="en-us" style="font-size:10pt;font-family:Calibri, sans-serif;" xml:lang="en-us">1.<span style="font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span><span lang="en-us" style="font-family:Calibri, sans-serif;" xml:lang="en-us">Strong understanding of financial markets, investment products, and wealth management principles.</span></p><p></p> <p style="margin-left:36pt;text-indent:-18pt;"><span lang="en-us" style="font-size:10pt;font-family:Calibri, sans-serif;" xml:lang="en-us">2.<span style="font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span><span lang="en-us" style="font-family:Calibri, sans-serif;" xml:lang="en-us">Excellent communication, interpersonal, and relationship-building skills.</span></p><p></p> <p style="margin-left:36pt;text-indent:-18pt;"><span lang="en-us" style="font-size:10pt;font-family:Calibri, sans-serif;" xml:lang="en-us">3.<span style="font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span><span lang="en-us" style="font-family:Calibri, sans-serif;" xml:lang="en-us">Ability to identify client needs and provide customized solutions.</span></p><p></p> <p style="margin-left:36pt;text-indent:-18pt;"><span lang="en-us" style="font-size:10pt;font-family:Calibri, sans-serif;" xml:lang="en-us">4.<span style="font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span><span lang="en-us" style="font-family:Calibri, sans-serif;" xml:lang="en-us">Sales-driven with a focus on providing excellent customer service.</span></p><p></p> <p class="MsoListParagraph" style="text-align:justify;"><u><span lang="en-us" style="color:#000000;" xml:lang="en-us"> </span></u></p> <h3><span style="font-family:Calibri, sans-serif;">Qualifications:</span></h3><p></p> <p style="margin-left:36pt;text-indent:-18pt;"><span lang="en-us" style="font-size:10pt;font-family:Symbol;" xml:lang="en-us">·<span style="font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span><span lang="en-us" style="font-family:Calibri, sans-serif;" xml:lang="en-us">Master’s degree in Finance, Business Administration, Economics, or related field. CFA/CFP is an added advantage.</span></p><p></p> <p style="margin-left:36pt;text-indent:-18pt;"><span lang="en-us" style="font-size:10pt;font-family:Symbol;" xml:lang="en-us">·<span style="font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span><span lang="en-us" style="font-family:Calibri, sans-serif;" xml:lang="en-us">Relevant certifications as per regulatory requirements (e.g., AMFI, IRDA, NISM, etc.).</span></p><p></p> <p style="margin-left:36pt;text-indent:-18pt;"><span lang="en-us" style="font-size:10pt;font-family:Symbol;" xml:lang="en-us">·<span style="font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span><span lang="en-us" style="font-family:Calibri, sans-serif;" xml:lang="en-us">3–7 years of experience in wealth management, private banking, or financial advisory roles.</span></p><p></p> <p style="margin-left:36pt;text-indent:-18pt;"><span lang="en-us" style="font-size:10pt;font-family:Symbol;" xml:lang="en-us">·<span style="font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span><span lang="en-us" style="font-family:Calibri, sans-serif;" xml:lang="en-us">Track record of managing affluent/HNW client relationships and achieving sales targets.</span></p><p></p> <h3><span style="font-family:Calibri, sans-serif;"> </span></h3> <h3><span style="font-family:Calibri, sans-serif;">Performance Metrics:</span></h3><p></p> <p style="margin-left:36pt;text-indent:-18pt;"><span lang="en-us" style="font-size:10pt;font-family:Symbol;" xml:lang="en-us">·<span style="font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span><span lang="en-us" style="font-family:Calibri, sans-serif;" xml:lang="en-us">AUM (Assets Under Management) growth</span></p><p></p> <p style="margin-left:36pt;text-indent:-18pt;"><span lang="en-us" style="font-size:10pt;font-family:Symbol;" xml:lang="en-us">·<span style="font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span><span lang="en-us" style="font-family:Calibri, sans-serif;" xml:lang="en-us">Revenue generation (investment income, insurance income, etc.)</span></p><p></p> <p style="margin-left:36pt;text-indent:-18pt;"><span lang="en-us" style="font-size:10pt;font-family:Symbol;" xml:lang="en-us">·<span style="font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span><span lang="en-us" style="font-family:Calibri, sans-serif;" xml:lang="en-us">Client retention rate</span></p><p></p> <p style="margin-left:36pt;text-indent:-18pt;"><span lang="en-us" style="font-size:10pt;font-family:Symbol;" xml:lang="en-us">·<span style="font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span><span lang="en-us" style="font-family:Calibri, sans-serif;" xml:lang="en-us">New Franchisee Activation in Wealth Product</span></p><p></p> <p style="margin-left:36pt;text-indent:-18pt;"><span lang="en-us" style="font-size:10pt;font-family:Symbol;" xml:lang="en-us">·<span style="font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span><span lang="en-us" style="font-family:Calibri, sans-serif;" xml:lang="en-us">Compliance and risk adherence</span></p><p></p>