Greeting from Avani Consulting

Hiring for Leading Broking Industries

About the Company

Wealth Manager's primary objective will be asset gathering and increase client penetration & walletshare through regular client meetings (physical/virtual).

About the Role The Wealth Manager will be responsible for gathering assets for investment products and achieving various targets related to client engagement and asset management.

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 Current 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 current clients and activate them with asset collection.
- Ensure 2-3 client meetings are done per day within your territory.

Qualifications

- Graduate in any stream with basic knowledge of financial markets across different product lines.




- NISM VA (for Mutual Funds)
- NISM XXI A (for PMS)
- Insurance Corporate Agency License (SP – Certificate) (for Insurance)
- NISM XIII A (for SIF)

Required Skills

- Strong communication & written skills
- Fluency in local language is an added advantage.
- Excellent interpersonal skills and must be a team player.
- Must be process oriented and must be willing to learn and adapt.
- Highly self –motivated

Preferred Skills

- Ability to deliver / Results driven
- Communication skills - oral & written
- Client focused
- Problem solving & decision making
- Ability to develop and leverage networks
- Ability to understand, explain and support change
- Ability to develop and adapt a process
- Ability to inspire others & generate people's commitment
- Ability to manage / facilitate a meeting, seminar, committee, training...

Pay range and compensation package

Salary: 6 LPA to 18 LPA

Equal Opportunity Statement

We are committed to diversity and inclusivity in our hiring practices.

Location: Hyderabad, Bangalore, Chennai

Job Type: Full Time

Shift Type: Day

Email id: [Confidential Information]

Contact number: (phone hidden)

📌 Wealth Management Advisor (Bengaluru)
🏢 Avani Consulting
📍 Bengaluru