Investment Portfolio Advisor Avani Consulting
Avani Consulting
Office Location
Full Time
Experience: 2 - 2 years required
Pay: INR 200000 - INR 500000 /year
Type: Full Time
Location: Ambala
Skills: Banking, Advisory, IPO, Portfolio Management, Insurance, mutual funds sales, investment, relationship manager, corporate fd
About Avani Consulting
Job Description
Wealth Manager`s primary objective will be asset gathering and increase client penetration & wallet
share through regular client meetings (physical/virtual).
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.
Contributing Responsibilities
To acquire new clients and activate them with asset collection.
Ensure 2-3 client meetings are done per day within your territory.
Education Level: Bachelor's degree or equivalent Experience Level
At least 2 years in Selling financial products and services
Open Positions for: Ludhiana, Panipat, Ambala, Hisar & Rohtak