Wealth Relationship Manager - B2C

Key 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.

Preferred Profile:
Graduate with strong communication skills
Experience in Mutual Funds / Wealth Management / Financial Services
Experience handling Retail/HNI clients
NISM V-A Certification preferred
Good knowledge of Mutual Fund products and investments

Interested candidates can share their updated CV.in mail or WhatsApp

Mail [email protected]

Watsapp 7200031602