{"@context":"https://schema.org","@type":"JobPosting","title":"Walk-in || Wealth Manager / Investment Portfolio Advisor","description":"

Walk In Drive:

29th June 2026 to 2nd July 2026, 9AM-4PM, at Pune Deccan

Please Note - All interview will be conducted in one Go @ Deccan Location

Job Description:

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 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.
NISM 5A is mandatory

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