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Acme Services
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Investment Portfolio Advisor

Investment Portfolio Advisor

Acme Services

2 - 6 years

3 - 6 Lacs

Sangli Maharashtra India

Posted:23 hours ago| Platform: Foundit logo

Apply

Skills Required

strong client portfolio Conduct 23 quality client meetings per day Acquire new investors Direct Sales investment product distribution

Work Mode

On-site

Job Type

Full Time

Job Description

Key Responsibilities:

Build and manage a strong client portfolio across
Mutual Funds, PMS, AIF, Insurance
, and other financial instruments.
Acquire new investors through prospecting, referrals, and lead generation.
Conduct
23 quality client meetings per day
(virtual or physical) to assess needs and recommend suitable products.
Increase
Assets Under Management (AUM)
, revenue, and wallet share from existing and new clients.
Maintain strong relationships with clients to ensure long-term engagement and satisfaction.
Keep updated on product knowledge, market trends, and regulatory changes.
Achieve monthly/quarterly sales targets and report progress to the sales lead or business head.

Required Skills & Qualifications:

Experience in
direct sales or investment product distribution
, preferably in mutual funds or wealth management.
Strong knowledge of
financial products
and investment strategies.
Excellent communication, interpersonal, and relationship management skills.
Self-driven with the ability to work independently and meet targets.
AMFI/NISM certification (as applicable) is preferred.

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Investment Portfolio Advisor