Portfolio Wealth Manager

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