Financial Wealth Manager

1 day ago

Hisar, Haryana, India beBeeInvestment Full time ₹ 9,00,000 - ₹ 12,00,000

This is an Investment Portfolio Advisor role responsible for managing investment portfolios and client relationships.

Key Responsibilities
  • Gathering Assets: This involves acquiring assets for various investment products such as mutual funds, PMS, AIF, Corporate FD, SIP, Insurance, and other related products.
  • Target Achievement: Meet the target of gathering net equalized assets collected (LS) from mapped client books.
  • New Business Development: Develop new business opportunities by reactivating or activating new clients to increase the incremental SIP book and achieve revenue targets.
  • Client Engagement: Regularly meet with all clients within the territory and maintain strong connections with asset clients.
  • Revenue Growth: Increase Assets Under Management (AUM), SIP Flow, and Revenue from the mapped book.
  • Client Acquisition: Actively acquire and activate new clients for asset collection.
Qualifications and Skills
  • Strong understanding of investment products and market trends.
  • Excellent communication and interpersonal skills.
  • Ability to work independently and manage multiple priorities.
  • Results-driven with a focus on achieving revenue growth.

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