Chief Wealth Strategist

3 days ago

Ambala Ludhiana Amritsar, India beBeeInvestmentPortfolio Full time US$ 60,000 - US$ 1,20,000

As a key player in our financial institution, this Investment Portfolio Advisor role is instrumental in driving asset growth and expanding client base. The primary objective of this position is to strategically gather assets for a wide range of investment products and increase penetration within the existing client book.

Key Responsibilities
  • Develop and execute plans to collect assets across various investment products, including mutual funds, PMS, AIF, corporate fixed deposits, and other emerging products.
  • Achieve Net Equalized Assets collected targets for assigned clients and grow the SIP book incrementally.
  • Drive new business development through reactivation and acquisition of new clients.
  • Maintain regular meetings with all clients to foster strong relationships and ensure optimal portfolio performance.
  • Connect with mapped Asset clients to enhance AUM, SIP flow, and revenue from the assigned book.
Contributing Factors
  • Acquire new clients and activate them by collecting assets.

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