Wealth Manager or Wealth RM
2 weeks ago
Role & responsibilities
- Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, SGB, Insurance and other products launched from time to time.
- Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book.
- Create an incremental SIP Book
- Will be responsible for achieving New Business development targets by reactivating / activating new clients.
- Ensure all clients are met on a regular basis.
- Ensure connect with all mapped Asset clients of the branch and increase the AUM, SIP Flow & Revenue from the mapped book.
Contributing Responsibilities
- To acquire new clients and activate them with asset collection.
- Ensure 2-3 client meetings are done per day within your territory.
Preferred candidate profile
Minimum 3 Years of experience in wealth products or in MF
should have NISM 5A
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