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Avani Consulting
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Wealth Relationship manager

Wealth Relationship manager

Avani Consulting

3 - 8 years

7 - 12 Lacs

chennai bengaluru

Posted:2 days ago| Platform:

Apply

Skills Required

mutual funds sales mutual funds portfolio management b2c sales financial products sales client acquisition third party products financial advisory b2b sales hni client handling revenue generation nism wealth management pms investment advisory investment products

Work Mode

Work from Office

Job Type

Full Time

Job Description

Role & responsibilities

Direct Responsibilities

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

Corporate FD, Investigor, 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

Candidate must have NISM- V A certification

Interested Candidates share your profile

in Whatsapp- 8248541367

or mail- karishma@avaniconsulting.com

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