Investment Portfolio Advisor - Large Broking House

Job Description

Position Purpose: 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.