Investment Portfolio Advisor

3 weeks ago

Ludhiana Ambala Amritsar, India Avani Consulting Full time
Job Description

This role is for an Investment Portfolio Advisor with the primary objective of asset gathering and increasing client penetration and wallet share. The ideal candidate will have a strong understanding of financial markets and a proven track record in selling financial products.

Direct Responsibilities

- Gather assets for a wide range of investment products, including mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance, and other products as launched.
- Achieve Net Equalized Assets collected (LS) targets for the mapped client book.
- Develop an incremental SIP Book.
- Achieve New Business Development targets by reactivating and acquiring new clients.
- Ensure regular physical/virtual meetings with all clients.
- Connect with all mapped Asset clients of the branch to increase AUM, SIP Flow, and Revenue from the mapped book.

Contributing Responsibilities

- Acquire new clients and activate them with asset collection.
- Conduct 2-3 client meetings per day within your assigned territory.

Skills & Qualifications

- A Graduate in any stream with basic knowledge of financial markets across different product lines.
- At least 2 years of experience in selling financial products and services.
- NISM VA (for Mutual Funds) certification is preferred.
- NISM XXI A (for PMS) certification is preferred.
- Insurance Corporate Agency License (SP Certificate) (for Insurance) is preferred.
- NISM XIII A (for SIF) certification is preferred.

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