Wealth/Investment Specialist(Mutual Fund/PMS Sales)

This role is for a Relationship Wealth Manager who will be responsible for gathering assets for a diverse range of investment products. The ideal candidate is a highly motivated individual with strong interpersonal skills, focused on achieving business targets, building client relationships, and increasing the company's Assets Under Management (AUM).

Key Responsibilities

• Gather assets for a variety of investment products, including mutual funds, PMS, AIF, Corporate FD, SGB, and Insurance.
• Achieve Net Equalized Assets collected (LS) targets for your mapped book of clients.
• Create an incremental SIP Book.
• Achieve new business development targets by reactivating and acquiring new clients.
• Ensure all clients are met on a regular basis to maintain and strengthen relationships.
• Connect with all mapped Asset clients of the branch to increase AUM, SIP flow, and revenue.

Skills & Qualifications

• Strong communication and written skills.
• Fluency in the local language is an added advantage.
• Excellent interpersonal skills and a team-player attitude.
• Must be process-oriented and willing to learn and adapt.
• Highly self-motivated.