Experience:
2+ years in selling financial products/services
Education:
Graduate in any stream
Key Responsibilities
• Acquire and manage clients while increasing AUM and wallet share.
• Generate assets through Mutual Funds, PMS, AIF, Corporate FD, SGB, Insurance and other investment products.
• Achieve asset collection, SIP and revenue targets for the mapped client portfolio.
• Reactivate existing clients and acquire new clients.
• Conduct 2–3 client meetings per day through physical/virtual meetings.
• Build solid client relationships and ensure regular engagement.
• Identify opportunities to increase SIP flows, investments and overall client penetration.
Required
Skills:
• Strong communication and interpersonal skills.
• Good knowledge of financial markets and investment products.
• Client-focused and target-oriented approach.
• Ability to develop and maintain client relationships.
• Self-motivated, adaptable and a good team player.
• Fluency in the local language is an added advantage. Preferred Certifications:
• NISM VA – Mutual Funds
• NISM XXI-A – PMS
• Insurance Corporate Agency License
• NISM XIII-A – SIF
📌 Wealth Manager (Mumbai)
🏢 Opus Global Services India
📍 Mumbai
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