14/08/2025) RM Wealth

3 weeks ago

Vijayawada, Andhra Pradesh, India Avani Consulting Full time
Job Description

This role is for an RM Wealth professional in a top company, focused on sales of investment products to retail clients (B2C). The ideal candidate will be responsible for gathering assets, achieving sales targets, and managing client relationships for a range of wealth and investment products.

Key Accountabilities

- Asset Gathering: Responsible for gathering assets for a variety of investment products, including mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, and Insurance.
- Target Achievement: Achieve Net Equalized Assets collected (LS) targets for your mapped book of clients.
- SIP Book: Create an incremental Systematic Investment Plan (SIP) book.
- New Business Development: Achieve new business targets by reactivating or acquiring new clients.
- Client Relationship Management: Ensure all clients are met on a regular basis to maintain and strengthen relationships.

Skills & Requirements

- Proven experience in a sales role within the wealth management or investment products space.
- Strong knowledge of investment products, particularly mutual funds.
- The ability to achieve and exceed sales targets.
- Excellent client-facing and relationship management skills.
- Experience in a B2C sales environment.

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