Investment Portfolio Advisor

Riverforest Connections

3 - 7 years

4 - 9 Lacs

madurai chennai tiruchirapalli

Posted:1 day ago| Platform:

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Skills Required

broking wealth management portfolio management mutual funds pms investment advisory

Work Mode

Work from Office

Job Type

Full Time

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.

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