Asset Growth Specialist

1 week ago

Shimoga, Karnataka, India beBeeGrowth Full time ₹ 12,00,000 - ₹ 16,40,000

We are seeking a highly motivated and results-driven individual to join our Wealth Management team in the role of Asset Growth Specialist.

Job Description:

As an Asset Growth Specialist, your primary objective will be to gather assets for investment products such as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance, and other products launched from time to time.

  • You will be responsible for achieving Net Equalized Assets collected (LS) targets for mapped books.
  • Create incremental SIP Books to increase revenue.
  • Achieve New Business development targets by reactivating/reactivating new clients.
  • E nsure all clients are met on a regular basis.
Required Skills and Qualifications:

To excel in this role, you should possess the following skills and qualifications:

  • Strong communication and written skills.
  • Fluency in local language is an added advantage.
  • Excellent interpersonal skills and must be a team player.
  • Must be process-oriented and willing to learn and adapt.
  • Graduate in any stream with basic knowledge of financial markets across different product lines.
  • NISM VA (for Mutual Funds), NISM XXI A (for PMS), Insurance Corporate Agency License (SP – Certificate) (for Insurance), and NISM XIII A (for SIF).
Benefits:

This role offers the opportunity to work in a dynamic environment, develop your skills, and grow your career. You will have access to ongoing training and development opportunities to help you achieve your goals.

Others:

Please note that we are an equal opportunities employer and welcome applications from diverse candidates. If you are passionate about wealth management and have the necessary skills and qualifications, we encourage you to apply for this exciting opportunity.

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