Senior Wealth Strategist

1 day ago

Jalandhar, Punjab, India beBeeInvestment Full time ₹ 15,00,000 - ₹ 28,00,000

This is a unique role for an Investment Manager who will focus on wealth creation and client relationship management. The ideal candidate will be adept at acquiring new clients, increasing wallet share, and driving revenue across a diverse range of investment products.

Key Responsibilities
  • Gathering Assets: Responsible for gathering assets for various investment products, including mutual funds, PMS, AIF, Corporate Fixed Deposits, Investiger, Sovereign Gold Bonds, Insurance, and other products as introduced.
  • Achieving Targets: Meet Net Equalized Assets collected (LS) targets for the mapped client book.
  • New Business Development: Create an incremental Systematic Investment Plan Book and achieve new business development targets by reactivating or activating new clients.
  • Client Engagement: Ensure all clients are met on a regular basis (2-3 client meetings per day within your territory) and maintain strong connections with all mapped asset clients of the branch.
  • Growth and Revenue: Increase the Assets Under Management (AUM), SIP Flow, and Revenue from the mapped book.
  • Acquiring New Clients: Actively acquire new clients and activate them with asset collection.

Benefits of this Role:

  • Pursue high-value growth opportunities through innovative investment solutions.
  • Maintain exceptional client relationships to ensure long-term loyalty and retention.
  • Drive revenue growth through effective sales strategies and product offerings.
  • Foster a collaborative work environment that encourages teamwork and knowledge sharing.

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