Wealth Manager

2 days ago

Bengaluru Kollam Mysuru, India Apex Services Full time ₹ 10,00,000 - ₹ 12,00,000 per year

Dear Candidate,

Greetings From"APEX SERVICES"

Designation - Investment portfolio Advisor

Role- Wealth Manager

CTC- Up to- 10 lac+ incentive + Other benefit

Branch Dealing

ROLES & RESPONSIBILITIES:

Responsible for gathering assets for investment productssuch 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.

Kindly reply with updated CV on if you are interested for the mentioned Job Role. you can call also on

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