Wealth Manager

Roles and 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.

• To acquire new clients and activate them with asset collection.

• Ensure 2-3 client meetings are done per day within your territory.

Job Requirements :

• 2-9 years of experience in HNI client handling or wealth management in the banking industry.
• Strong understanding of AIFs (Alternative Investment Funds), mutual funds sales, and other investment products.
• Proven track record of meeting or exceeding sales targets while maintaining excellent customer service standards.