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Hiring || Wealth Manager Acquisition 5 day week || On role

Hiring || Wealth Manager Acquisition 5 day week || On role

Avani Consulting

3 - 8 years

4 - 9 Lacs

kochi pune bengaluru

Posted:21 hours ago| Platform:

Apply

Skills Required

mutual funds sales nism brokerage generation new client acquisition portfolio management cross selling bonds third party products insurance sales revenue maximization hni acquisition revenue generation hni client handling equity derivatives wealth management pms sip

Work Mode

Work from Office

Job Type

Full Time

Job Description

Greetings from Avani consulting !

We are hiring for leading Broking firm 5 day week

Wealth Relationship Manager- Equity business

whatsapp /mail -

WATSAPP - 9003875895

MAIL :- anusha@avaniconsulting.com

Role & responsibilities

Direct Responsibilities
• Responsible for gathering assets for investment productssuch 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.

No charges,

More Information Contact HR,Anusha

Call & WhatsApp :-9003875895

Share Updated resume,

anusha@avaniconsulting.com

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