Job Description
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 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 th...
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 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 th...
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