Investment Portfolio Advisor - Wealth RM

Job Description

Position PurposeWealth Manager`s primary objective will be asset gathering and increase client penetration & wallet share through regular client meetings (physical/virtual).Direct ResponsibilitiesResponsible 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 / activating new 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 & Revenue from 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 A4. NISM XIII A (for SIF)Education Level: Bachelor Degree or equivalentExperience Level At least 2 years in Selling financial products and services

Keyskills :
bankingadvisorypmsipoinsurancemutual funds salesinvestmentinvestigersgbinvestment portfolio advisor - wealth rmcorporate fdrelationship manager