Wealth RM/ Investment Portfolio Advisor

Role & 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 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 from the mapped book.

Preferred candidate profile

• Graduate in any discipline (Bachelor's Degree or equivalent).
• Minimum 2+ years of experience in selling financial products and wealth management solutions.
• Good understanding of Mutual Funds, PMS, AIFs, Insurance, Bonds, and Wealth Products.
• NISM Series V-A (Mutual Funds)
• NISM Series XXI-A (PMS)

Interested candidate can share their C.V on mail id [email removed]