Senior Financial Asset Manager

6 days ago


Amritsar Ambala Ludhiana, India beBeeFinancial Full time
Investment Portfolio Advisor

This role is a business opportunity for an investment professional to expand asset gathering and enhance client engagement, ultimately increasing wallet share.

Key Responsibilities
  • Gather assets for a wide range of financial products, including mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance, and other offerings as introduced.
  • Meet or exceed Net Equalized Assets collected (LS) targets for the assigned client base.
  • Develop and grow an incremental SIP Book.
  • Achieve New Business Development objectives by acquiring new clients and reactivating existing ones.
  • Regularly engage with all clients through physical and virtual meetings.
  • Enhance Asset Under Management (AUM), SIP Flow, and Revenue from the assigned book by connecting with mapped Asset clients of the branch.
Essential Skills & Qualifications
  • A degree in any field with fundamental knowledge of financial markets across various product lines.
  • At least 2 years of experience in selling financial services and products.
  • NISM VA certification for Mutual Funds is preferred.
  • NISM XXI A certification for PMS is preferred.
  • Insurance Corporate Agency License (SP Certificate) for Insurance is preferred.
  • NISM XIII A certification for SIF is preferred.


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