Investment Portfolio Advisor (5-12 Yrs) Chennai/Madurai/Tamil Nadu (BFSI Sales)

Job Description:Position Purpose:Wealth Manager s primary objective will be asset gathering and increase client penetration & wallet share through regular client meetings (physical/virtual)Direct 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. (ref:updazz.com)

Payroll Type : Permanent