Wealth Manager

The Value Maximizer

0 years

0 Lacs

karnataka india

Posted:5 hours ago| Platform:

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Skills Required

sip development connect flow communication

Work Mode

On-site

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).
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
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. Technical & Behavioral Competencies
Strong communication & written skills
Fluency in local language is an added advantage
Excellent interpersonal skills and must be a team player
Must be process oriented and must be willing to learn and adapt
Highly self -motivated 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) Skills Referential Behavioural Skills: (Please select up to 4 skills) Ability to deliver / Results driven Communication skills - oral & written Client focused Problem solving & decision making

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