Investment Portfolio Advisor - Wealth RM 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, pms, IPO, Insurance, mutual funds sales, investment, investiger, sgb, investment portfolio advisor - wealth rm, corporate fd, relationship manager, aif
About Avani Consulting
Job Description
Position Purpose
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.
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.
Contributing Responsibilities
To acquire new clients and activate them with asset collection.
Ensure 2-3 client meetings are done per day within your territory.
Technical & Behavioral Competencies
Strong communication & written skills
Fluency in local language is an added advantage.
Excellent interpersonal skills and must be a team player.
Must be process oriented and must be willing to learn and adapt. Highly self-motivated
Specific Qualifications (if required)
Graduate in any stream with basic knowledge of financial markets across different
product lines.
1. NISM VA (for Mutual Funds)
2. NISM XXI A (for PMS)
3. Insurance Corporate A
4. NISM XIII A (for SIF)
Education Level: Bachelor Degree or equivalent
Experience Level At least 2 years in Selling financial products and services