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Avani Consulting
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Hiring|| Wealth Manager|| Top Broking Firm || 5 day week || On role

Hiring|| Wealth Manager|| Top Broking Firm || 5 day week || On role

Avani Consulting

4 - 9 years

4 - 9 Lacs

kochi kozhikode bengaluru

Posted:2 weeks ago| Platform:

Apply

Skills Required

nism portfolio management new client acquisition cross selling b2c sales client acquisition third party products mutual funds sales hni acquisition hni client handling revenue generation hni sales pms equity sales new business acquisition aif investment products

Work Mode

Work from Office

Job Type

Full Time

Job Description

Greetings from Avani consulting we are hiring for leading broking firm

Role & 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.
• To acquire new clients and activate them with asset collection.
• Ensure 2-3 client meetings are done per day within your territory.

Preferred candidate profile

Strong communication & written skills
Fluency in local language is an added advantage.
Excellent interpersonalskills and must be a team player.
Must be process oriented and must be willing to learn and adapt.
Highly self motivated
Graduate in any stream with basic knowledge of financial markets across different
product 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)

Having NISM VA is mandatory

ctc 4.5 to 12 LPA

interested candidates share your cv in mail or in wats app

Mail anusha@avaniconsulting,com

Watsapp 9003875895

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