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)

Skills Required