Investment Portfolio Advisor

Avani Consulting

Amritsar

2-7 Years

This job is no longer accepting applications

Posted 2 months ago

Job Description

This role is for an Investment Portfolio Advisor who will focus on asset gathering and client relationship management. The ideal candidate will be adept at acquiring new clients, increasing wallet share, and driving revenue across a diverse range of investment products.

Key Responsibilities

Asset Gathering: Responsible for gathering assets for various investment products, including mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance, and other products as introduced.
Target Achievement: Achieve Net Equalized Assets collected (LS) targets for the mapped client book.
New Business Development: Create an incremental SIP Book and achieve new business development targets by reactivating or activating new clients.
Client Engagement: Ensure all clients are met on a regular basis (2-3 client meetings per day within your territory) and maintain strong connections with all mapped asset clients of the branch.
Revenue Growth: Increase the Assets Under Management (AUM), SIP Flow, and Revenue from the mapped book.
Client Acquisition: Actively acquire new clients and activate them with asset collection.

More Info

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Open to candidates from:

Indian

About Company

Avani Consulting

Avani Consulting is a fast growing Recruitment Consulting company. We provide end-to-end (research & process based) Recruitment Search and Selection services to our client. Our Specialty is into Mid, Senior and Top Management Recruiting.... We support... Our Clients in their Regular Recruitment, Manpower Planning, Critical Hiring across Level, Mid to Sr & Top Management. And Our Candidates for their New Job Opportunity.

Job ID: 123847561

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