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Investment Portfolio Advisor

Investment Portfolio Advisor

Avani Consulting

3 - 8 years

4 - 9 Lacs

Ludhiana Ambala Amritsar

Posted:16 hours ago| Platform:

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Skills Required

Mutual Funds Sales Investment Advisory HNI Client Handling NISM Wealth Management Mutual Funds Portfolio Management Third Party Products PMS Investment Products

Work Mode

Work from Office

Job Type

Full Time

Job Description

Role & responsibilities

Wealth Manager`s primary objective will be asset gathering and increase client penetration & wallet share through regular client meetings (physical/virtual).

Direct Responsibilities

Responsible 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.

Preferred candidate profile

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)

With At least 2 years in Selling financial products and services

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