Wealth Manager

3 weeks ago


Gurugram Delhi Delhi NCR, India Avani Consulting Full time
Job Description

This role is for a Wealth Manager responsible for growing revenue across a diverse range of financial products. The ideal candidate will focus on asset gathering, client acquisition, and managing a mapped client book to increase both Assets Under Management (AUM) and overall revenue.

Key Responsibilities

- Grow revenues from a variety of products, including broking, lending, and insurance products.
- Gather assets for investment products such as mutual funds, PMS, and AIF.
- Acquire new customers and onboard them successfully.
- Upgrade and move clients to other segments to enhance their portfolio and services.
- Increase the AUM and revenue from the assigned client book.

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