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Unit Head

Career Consultant

Job Description: Primary Responsibility: - 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 productssuch 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

Bangalore

Cochin/Kochi

Portfolio Wealth Manager 

Job Description for Portfolio Wealth Manager  in Waytogo Consultants in  Bangalore Cochin/Kochi for (2-7) years of experience. Apply Now!