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Avani Consulting logo

Investment Portfolio Advisor

2 - 7 years

4 - 8 Lacs

Amritsar Punjab India

Posted:1 week ago| Platform: Foundit logo

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Skills Required

Client Relationship Management Target Achievement Business Development revenue growth Client Acquisition

Work Mode

On-site

Job Type

Full Time

Job Description

Investment Portfolio Advisor

Key Responsibilities

  • Asset Gathering

    : Responsible for gathering assets for various

    investment products

    , including

    mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance

    , and other products as introduced.

  • Target Achievement

    : Achieve

    Net Equalized Assets collected (LS) targets

    for the mapped client book.

  • New Business Development

    : Create an

    incremental SIP Book

    and achieve new business development targets by reactivating or activating new clients.

  • Client Engagement

    : Ensure all clients are met on a regular basis (2-3 client meetings per day within your territory) and maintain strong connections with all mapped asset clients of the branch.

  • Revenue Growth

    : Increase the

    Assets Under Management (AUM), SIP Flow, and Revenue

    from the mapped book.

  • Client Acquisition

    : Actively acquire new clients and activate them with asset collection.

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