Wealth Manager

Sharekhan

3 - 6 years

3 - 6 Lacs

Mumbai Maharashtra India

Posted:10 hours ago| Platform: Foundit logo

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Skills Required

Investment Business development Aum SIP Flow Revenue Generation Portfolio Management

Work Mode

On-site

Job Type

Full Time

Job Description

What are we looking for

Key Responsibilities:

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.
Responsible for achieving
Net Equalized Assets collected (LS) targets
for your mapped book.
Create an
incremental SIP Book
.
Responsible for achieving
New Business development targets
by reactivating and activating new clients.
Ensure all clients are met on a regular basis.
Ensure connection with all mapped Asset clients of the branch and increase the
AUM, SIP Flow, & Revenue
from the mapped book.

Contributing Responsibilities:

Acquire new clients and activate them with asset collection.
Ensure 2-3 client meetings are conducted per day within your assigned territory.

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