Relationship Wealth Management Manager

Adidar Consulting; Pune District; On-site; INR 180,000 - 300,000; Full time

Job summary

Adidar Consulting is seeking a candidate with a graduate degree and basic knowledge of financial markets across product lines to handle asset gathering and client activation. The role focuses on mutual funds, PMS, AIF,Corporate FD, SGB, and insurance products, aiming to meet Net Equalized Asset targets.

The ideal candidate will hold NISM VA, NISM XXI A, ISP Certificate, and NISM XIII A certifications and will engage in regular client meetings to reactivate SIP books and onboard new clients.

Qualifications

• Graduate in any stream with basic knowledge of financial markets across different product lines.

Responsibilities

• Gathering assets investment products such as mutual funds, PMS, AIF, Corporate FD, SGB, Insurance.
• Responsible for achieving Net Equalized Asset collected (LS) targets for map book.
• SIP Book reactivating and activating new clients; 2-3 client meetings per day.

Skills

Financial markets knowledge

Education

Graduate in any stream

NISM VA

NISM XXI A

ISP Certificate

NISM XIII A

Job description

Gathering assets investment products such as mutual funds, PMS, AIF, Corporate FD, SGB, Insurance ,responsible for achieving Net Equalized Asset collected (LS) targets for map book. SIP Book reactivating activating new clients.2-3 client mee per day

Required Candidate profile

Graduate in any stream with basic knowledge of financial markets across different product lines.

• 1. NISM VA (for Mutual Funds)
• 2. NISM XXI A(for PMS)
• 3. ISP – Certificate
• 4. NISM XIII A (for SIF)