Portfolio Wealth Manager

2 weeks ago

Ambala Ludhiana Amritsar, India beBeeInvestment Full time US$ 60,000 - US$ 1,20,000
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.
Required 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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