Wealth Manager

Role & responsibilities

Department - Wealth Management KRA

• Drive Mutual Fund gross mobilization, including fresh sales through Lumpsum investments and SIPs (Systematic Investment Plans)
• Ensure consistent Net AUM (Assets Under Management) growth
• Acquire and maintain new SIP registrations
• Generate revenue through PMS (Portfolio Management Services), AIF (Alternative Investment Funds), and Bonds
• Conduct periodic portfolio reviews to align investments with client goals
• Focus on client retention by delivering high-quality advisory services
• Schedule and lead client review meetings to strengthen relationships and identify new opportunities
• Experience in PMS / AIF / Bonds Revenue /NCD

Interested candidate can share their profile on WhatsApp - [phone removed]