We are looking for a dynamic and client-focused Investment Portfolio Advisor to join our Wealth Management team. The ideal candidate will be responsible for asset gathering, client relationship management, and driving investment product sales through regular client engagement and advisory services.
This role requires strong financial market knowledge, excellent communication skills, and the ability to build long-term relationships with clients while achieving business targets.
Key Responsibilities Asset & Revenue Generation
- Drive asset collection across investment products such as:
- Mutual Funds
- PMS (Portfolio Management Services)
- AIF
- Corporate Fixed Deposits
- Sovereign Gold Bonds (SGB)
- Insurance Products
- Other investment solutions launched by the organization
- Achieve Net Equalized Assets (LS) targets for the assigned client portfolio.
- Build and grow incremental SIP (Systematic Investment Plan) book.
- Increase AUM, SIP flow, and revenue from the mapped client base.
Client Relationship Management
- Conduct regular client meetings (physical/virtual) to understand investment needs.
- Ensure consistent engagement with mapped asset clients.
- Provide investment guidance and suitable product recommendations.
- Strengthen client penetration and increase wallet share.
Pay: ₹300,000.00 - ₹900,000.00 per year
Benefits:
- Health insurance
- Life insurance
Work Location: In person
