Investment Portfolio Advisor

2 weeks ago

Chennai Madurai Tiruchirapalli, India Riverforest Connections Full time ₹ 9,00,000 - ₹ 12,00,000 per year

Job Description

Position Purpose:

Wealth Manager`s primary objective will be asset gathering and increase client penetration & wallet share through regular client meetings (physical/virtual)

Direct Responsibilities

  • • Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, Investiger, 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.

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