Job
Description
Work Level : Individual Core : Communication Skills, Result Driven Leadership : Building Work Relationships Industry Type : Broking Financial Services Function : Portfolio Manager Key Skills : Portfolio Management,AIF,PMS,Mutual Fund,Wealth,Investment Advisor,Equity Education : Graduate Note: This is a requirement for one of the Workassist Hiring Partner. Primary Responsibility: Wealth Manager`s primary objective will be asset gathering and increase client penetration & wallet share through regular client meetings (physical/virtual). 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. Specific Qualifications (if required) 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). Company Description Workassist is an online recruitment and employment solution platform based in Lucknow, India. We provide relevant profiles to employers and connect job seekers with the best opportunities across various industries. With a network of over 10,000+ recruiters, we help employers recruit talented individuals from sectors such as Banking & Finance, Consulting, Sales & Marketing, HR, IT, Operations, and Legal. We have adapted to the new normal and strive to provide a seamless job search experience for job seekers worldwide. Our goal is to enhance the job seeking experience by leveraging technology and matching job seekers with the right employers. For a seamless job search experience, visit our website: https://bit.ly/3QBfBU2 (Note: There are many more opportunities apart from this on the portal. Depending on the skills, you can apply for them as well). So, if you are ready for a new challenge, a great work environment, and an opportunity to take your career to the next level, don't hesitate to apply today. We are waiting for you! Show more Show less
