Greeting from Avani Consulting

Hiring for Leading Broking Industries

About the Company

Wealth Manager's primary objective will be asset gathering and increase client penetration & walletshare through regular client meetings (physical/virtual).

About the Role

The Wealth Manager will be responsible for gathering assets for investment products and achieving various targets related to client engagement and asset management.

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 ...