Wealth Management Advisor

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...