Investment Portfolio Advisor

This role is for an Investment Portfolio Advisor with the primary objective of asset gathering and increasing client penetration and wallet share. The ideal candidate will have a strong understanding of financial markets and a proven track record in selling financial products.

Direct Responsibilities

• Gather assets for a wide range of investment products, including mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance, and other products as launched.
• Achieve Net Equalized Assets collected (LS) targets for the mapped client book.
• Develop an incremental SIP Book.
• Achieve New Business Development targets by reactivating and acquiring new clients.
• Ensure regular physical/virtual meetings with all clients.
• Connect with all mapped Asset clients of the branch to increase AUM, SIP Flow, and Revenue from the mapped book.

Contributing Responsibilities

• Acquire new clients and activate them with asset collection.
• Conduct 2-3 client meetings per day within your assigned territory.

Skills & Qualifications

• A Graduate in any stream with basic knowledge of financial markets across different product lines.
• At least 2 years of experience in selling financial products and services.
• NISM VA (for Mutual Funds) certification is preferred.
• NISM XXI A (for PMS) certification is preferred.
• Insurance Corporate Agency License (SP Certificate) (for Insurance) is preferred.
• NISM XIII A (for SIF) certification is preferred.