Wealth Manager

2 weeks ago

Shimoga, Karnataka, India Qode Full time
Position Purpose:
Wealth Manager`s primary objective will be asset gathering and increase client penetration & wallet share through regular client meetings (physical/virtual).

Responsibilities
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 Agency License (SP – Certificate) (for Insurance)
4. NISM XIII A (for SIF)

Skills Referential
Behavioural Skills: (Please select up to 4 skills)
Ability to deliver / Results driven
Communication skills - oral & written
Client focused
Problem solving & decision making

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