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The Role
Leads city-level financial product distribution and sales as a Location Head. Responsibilities include managing 50–100 distributors, driving revenue and market expansion, conducting training, acquiring HNI and retail clients, providing tailored investment portfolios, and ensuring regulatory compliance. The role requires strong wealth management knowledge, leadership, financial advisory, presentation, and analytical skills, plus a vehicle and valid driving license.
Summary Generated by Built In
Position Overview :
We are hiring for a Financial Services Client, an ambitious Assistant Area Manager (AAM) / Area Manager (AM) to serve as the Location Head for it's Financial Product Distribution (FPD) channel.
You will lead city-level sales, marketing, and distribution strategies for our comprehensive wealth management and financial planning portfolios.
Reporting directly to the Zone Head, you will manage, scale, and motivate a large network of part-time and salaried distributors.
Job Location : Delhi & Delhi NCR
Key Responsibilities :
Strategic Location Leadership.
Take full ownership as the Location Head to drive city-level business growth.
Report directly to the Zone Head on revenue, sales targets, and market expansion.
Deploy localized marketing initiatives to scale the client's wealth management footprint.
FPD Distribution Network Management :
Lead and motivate a network of 50–100 freelance and part-time distributors.
Oversee agent performance via third-party vendor payroll systems smoothly.
Conduct regular training sessions on financial markets and new product launches.
Implement active agent-retention strategies to maintain a high-performing distribution pipeline.
Client Acquisition & Financial Advisory:
Acquire high-net-worth individuals (HNIs) and retail clients through strategic pitching.
Conduct deep financial health checks to diagnose specific client needs accurately.
Deliver personalized investment portfolios spanning diverse wealth products.
Ensure absolute compliance with regulatory norms and internal financial planning codes.
Requirements
Required Qualifications & Competencies :
Education: Bachelor’s or Master’s degree in Finance, Business, or a related field.
Experience: Proven track record in Wealth Management, Financial Planning, or FPD sales.
Domain Knowledge: Deep understanding of capital markets, mutual funds, insurance, bonds, and structured products.
Leadership: Demonstrated capability to manage massive, decentralized distributor networks.
Soft Skills: Strong analytical capabilities coupled with top-tier presentation skills.
Local person from the same city preferred.
Conveyance : Must have a Vehicle & Valid driving License.
Benefits
CTC : 05LPA to 20LPA depending on Position and Experience.
Skills Required
- Bachelor's or Master's degree in Finance, Business, or a related field
- Proven experience in wealth management, financial planning, or financial product distribution sales
- Deep knowledge of capital markets, mutual funds, insurance, bonds, and structured products
- Ability to manage and lead large, decentralized distributor networks
- Strong analytical and presentation skills
- Local residence in the same city
- Vehicle and valid driving license
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The Company
What We Do
Odindo Global Private Limited is an India-based recruitment and staffing company headquartered in Bhubaneswar, Odisha. It provides permanent, temporary, contractual, and other staffing solutions to businesses across India. The company also operates across recruitment, healthcare, information technology, valuation, real estate, construction, and export-import services, positioning itself as a professional, compliant partner for organizations seeking workforce and broader business support needs.
