Wealth Relationship Manager

Job Description

Work Level : Individual Core : Self Motivated Leadership : Empathy Industry Type : Broking Financial Services Function : BFSI, Investments & Trading - O Key Skills : Mutual Fund,Wealth,Mutualfund sales,Nism,AIF,PMS Education : Graduate Note: This is a requirement for one of the Workassist Hiring Partner Primary Responsibility: 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 / activatingnew 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. To acquire new clients and activate them with asset collection. Ensure 2-3 client meetings are done per day within your territory. Company Description Workassist is an online recruitment and employment solution platform based in Lucknow, India. We provide relevant profiles to employers and connect job seekers with the best opportunities across various industries. With a network of over 10,000+ recruiters, we help employers recruit talented individuals from sectors such as Banking & Finance, Consulting, Sales & Marketing, HR, IT, Operations, and Legal. We have adapted to the new normal and strive to provide a seamless job search experience for job seekers worldwide. Our goal is to enhance the job seeking experience by leveraging technology and matching job seekers with the right employers. For a seamless job search experience, visit our website: https://bit.ly/3QBfBU2 (Note: There are many more opportunities apart from this on the portal. Depending on the skills, you can apply for them as well). So, if you are ready for a new challenge, a great work environment, and an opportunity to take your career to the next level, don't hesitate to apply today. We are waiting for you!