Wealth Manager

Currently we have Openings in Wealth RM role in two branches

Send email to - [email removed]

With your Updated CV and Mentioned Branch Location for which you want to apply for Job.

Direct Responsibilities :

• Responsible for gathering assets for investment productssuch 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.