Jobs

Interviews
Job Alerts
Tools

Upskill and Grow with AI

Mock Interview Practice interviews in realistic simulations

Coding Practice Improve your coding skills with challenges

Certification Earn certifications to validate your skills

AI Learning Get trained with AI expert sessions

Career Path AI insights for smarter career decisions

AI Job Match Score AI-Powered Job Match Against Your Resume and Optimize Your Resume

Career Tools and Resources

Resume Builder Build Professional Resume with Ease

ATS Friendliness Check Check Resume Friendliness for Applicant Tracking Systems

Auto Apply Apply to hundreds of jobs on any platform effortlessly

Co-Pilot (Chrome Extension) Your AI Assistant for Seamless Browsing Efficiency

Interview Questions Streamline interviews with ready-to-use questions

Salaries Discover market-driven salary insights across skillsets and geographies

Companies Explore leading companies actively hiring talent
For Employers

Home
>
Jobs in faridabad
>
Avani Consulting
>
Wealth Manager or Wealth RM

Wealth Manager or Wealth RM

Avani Consulting

3 - 8 years

|

4 - 9 Lacs

Posted:1 month ago| Platform:

Apply

Skills Required

mutual funds nism cross selling tpp portfolio pms mf sip aif

Work Mode

Work from Office

Job Type

Full Time

Job Description

Role & responsibilities

Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, 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

Minimum 3 Years of experience in wealth products or in MF

should have NISM 5A

More Jobs at Avani Consulting

Urgent requirment For field collection officer For top Automobile comp

Agra, Aligarh, Delhi / NCR

INR 1 - 3 Lacs

Car Evaluator

Hyderabad, Bangalore Rural, Bengaluru

INR 1 - 3 Lacs

Urgent Hiring For Field Collection Officer(Auto Loan)In Automobile

Mathura, Agra, Delhi / NCR

INR 1 - 3 Lacs

Production Trainee

Mysuru

Experience: Not specified

INR 1 - 3 Lacs

Qc Trainee

Mysuru

Experience: Not specified

INR 1 - 3 Lacs

Mock Interview

Practice Video Interview with JobPe AI

Start Job-Specific Interview

cta

Start Your Job Search Today

Browse through a variety of job opportunities tailored to your skills and preferences. Filter by location, experience, salary, and more to find your perfect fit.

Job Application AI Bot

Job Application AI Bot

Apply to 20+ Portals in one click

Download the Mobile App

Instantly access job listings, apply easily, and track applications.

Google Play

App Store

coding practice

Enhance Your Skills

Practice coding challenges to boost your skills

Start Practicing Now

Avani Consulting

Staffing and Recruiting

Dwarka Delhi

RecommendedJobs for You

Wealth Manager or Wealth RM

Avani Consulting

faridabad

City Head (Vice President)

kochi, hyderabad, chennai

Investment Relationship Manager

chennai

Sr. Relationship Manager - Customer Engagement Channel

Avani Consulting

mumbai, navi mumbai, mumbai (all areas)

Branch Manager

bengaluru

Sales & Business Development-Passives

Axis Asset Management Company

ahmedabad, delhi / ncr, mumbai (all areas)

Asset Management- Intern

gurugram

Relationship Manager

hyderabad, bengaluru

PCG / Retail Advisor - TEAM LEAD

Genius Consultants

kolkata, hyderabad, chennai

Hdfc Bank - Relationship Manager - Wealth

nagpur