Acquire and activate current clients for asset collection.
Conduct 2-3 client meetings daily within the assigned territory.
Regular client meetings to maintain strong relationships and increase Assets Under Management (AUM), SIP flow, and revenue.
Required Candidate profile
Graduate in any stream with basic knowledge of financial markets.
Minimum 2 years exp in selling financial products & services.
Certifications- NISM VA (Mutual Funds)
[email protected]
📌 Wealth Manager- Investment Portfolio-Vadodara / Rajkot / Bhavnagar
🏢 Aspiring Mantra
📍 Bhavnagar