Lead Investment Strategist

Seeking a seasoned Investment Strategist to spearhead asset gathering and client relationship management. This key role requires expertise in acquiring new clients, increasing wallet share, and driving revenue across diverse investment products.

• Asset Gathering: Responsible for aggregating assets for various investment products, including mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance, and other introduced products.
• 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 (2-3 client meetings per day within your territory) 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: Proven track record in investment strategy, exceptional communication skills, ability to meet targets, and strong relationships with clients.

Benefits: Opportunity to grow with a dynamic organization, competitive compensation package, and comprehensive training programs.

Notes: As a strategic investment professional, you will play a pivotal role in driving our organization's growth and success.