Wealth Manager (B2C)

Direct Responsibilities

• 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 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

Contributing Responsibilities

• To acquire new clients and activate them with asset collection.
• Ensure 2-3 client meetings are done per day within your territory.

Graduate in any stream with basic knowledge of financial markets across different

product lines.

• NISM VA (for Mutual Funds)