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Wealth Manager- Walkin Interview: Matunga (Central)

Wealth Manager- Walkin Interview: Matunga (Central)

Sharekhan

3 - 6 years

7 - 10 Lacs

Mumbai Thane Navi Mumbai

Posted:15 hours ago| Platform:

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Skills Required

Mutual Funds Mutual Funds Sales NISM PMS Client Meeting Investment Planning IRDA Portfolio Management Services Client Acquisition Financial Advisory HNI Client Handling Insurance Advisory Wealth Management Insurance Relationship Management Investment Advisory

Work Mode

Work from Office

Job Type

Full Time

Job Description

Direct Responsibilities :

Responsible for gathering assets for investment productssuch 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 client
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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