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 solid 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 (phone hidden)

📌 Wealth Relationship ManagerC (Bengaluru)
🏢 Avani Consulting
📍 Bengaluru