Wealth/Investment Specialist(Mutual Fund/PMS Sales)

Avani Consulting

5 - 10 years

6 - 10 Lacs

Mangalore Karnataka India

Posted:1 day ago| Platform: Foundit logo

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Skills Required

Client Relationship Business Development Relationship Management Wealth Management Interpersonal Skills Process Improvements

Work Mode

On-site

Job Type

Full Time

Job Description

Relationship Wealth Manager

Key Responsibilities

Gather assets
for a variety of investment products, including
mutual funds, PMS, AIF, Corporate FD, SGB, and Insurance
.
Achieve
Net Equalized Assets collected (LS) targets
for your mapped book of clients.
Create an incremental SIP Book
.
Achieve
new business development targets
by reactivating and acquiring new clients.
Ensure all clients are met on a regular basis
to maintain and strengthen relationships.
Connect with all mapped Asset clients of the branch to
increase AUM, SIP flow, and revenue
.

Skills & Qualifications

Strong
communication and written skills
.
Fluency in the local language
is an added advantage.
Excellent
interpersonal skills
and a team-player attitude.
Must be
process-oriented
and willing to learn and adapt.
Highly self-motivated
.

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