Financial Asset Manager

2 days ago

Ludhiana, Punjab, India beBeeInvestment Full time ₹ 1,04,000 - ₹ 1,30,878
Investment Portfolio Strategist

This role is for an Investment Portfolio Strategist who will focus on asset growth 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
  • Asset Growth: Responsible for gathering assets for various investment products, including mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance, and other products as introduced.
  • Target Achievement: Achieve Net Equalized Assets collected (LS) targets for the mapped client book.
  • New Business Development: Create an incremental SIP Book and achieve new business development targets by reactivating or activating new clients.
  • Client Engagement: Ensure all clients are met on a regular basis and maintain strong connections with all mapped asset clients of the branch.
  • Revenue Growth: Increase the Assets Under Management (AUM), SIP Flow, and Revenue from the mapped book.
  • Client Acquisition: Actively acquire new clients and activate them with asset collection.
Requirements
  • Strong communication skills to effectively manage client relationships.
  • Able to work in a team environment and contribute to the overall success of the business.
  • Ability to analyze financial data and make informed decisions.
Benefits
  • A competitive salary package.
  • Opportunities for professional growth and development.
What We Offer
  • A dynamic and supportive work environment.
  • The opportunity to work with a talented team of professionals.

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