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Wealth Relationship Manager

Fresher   Chennai, BangaloreBangalore, Hyderabad   20 May, 2026
Avani Consulting
Job LocationChennai, BangaloreBangalore, Hyderabad
EducationNot Mentioned
SalaryNot Disclosed
IndustryBroking
Functional AreaSales / BD
EmploymentTypeFull-time

Job Description

    Wealth Manager`s primary objective will be asset gathering and increase client penetration & wallet share through regular client meetings (physical/virtual).Responsibilities* Responsible for gathering assets for investment products such as mutual funds, PMS, AIF,Corporate FD, Investiger, SGB, Insurance and other products launched from time to time.* Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book.* Create an incremental SIP Book* Will be responsible for achieving New Business development targets by reactivating / activatingnew clients.* Ensure all clients are met on a regular basis.* Ensure connect with all mapped Asset clients of the branch and increase the AUM, SIP Flow & Revenuefrom the mapped book.Contributing Responsibilities* To acquire new clients and activate them with asset collection.* Ensure 2-3 client meetings are done per day within your territory.Technical & Behavioral Competencies* Strong communication & written skills* Fluency in local language is an added advantage.* Excellent interpersonal skills and must be a team player.* Must be process oriented and must be willing to learn and adapt.* Highly self-motivatedSpecific Qualifications (if required)Graduate in any stream with basic knowledge of financial markets across differentproduct lines.1. NISM VA (for Mutual Funds)2. NISM XXI A(for PMS)3. Insurance Corporate Agency License (SP Certificate) (for Insurance)4. NISM XIII A (for SIF)Skills ReferentialBehavioral Skills: (Please select up to 4 skills)Ability to deliver / Results drivenCommunication skills - oral & writtenClient focusedProblem solving & decision makingTransversal Skills: (Please select up to 5 skills) Ability to develop and leverage networksAbility to understand, explain and support changeAbility to develop and adapt a processAbility to inspire others & generate peoples commitmentAbility to manage / facilitate a meeting, seminar, committee, training.Education Level: Bachelors degree or equivalentExperience Level At least 2 years in Selling financial products and services

Keyskills :
mutual funds salesinvestment advisorycfaaif saleswealth rmnims

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