Wealth Management Advisor

Avani Consulting; Bengaluru; On-site; INR 600,000 - 1,800,000; Full time

Job summary

Avani Consulting is seeking a Wealth Manager in Bengaluru to drive asset gathering and client engagement. You will meet clients regularly, promote a range of investment products, and work toward expanding the branch’s AUM and revenue. The role emphasizes new business development and proactive client outreach.

The ideal candidate has finance knowledge, relevant certifications, and strong interpersonal skills. A local market presence and willingness to meet 2-3 clients daily are expected.

Qualifications

• Graduate with basic knowledge of financial markets across different product lines.
• NISM VA certification required for Mutual Funds.
• NISM XXI A certification for PMS.
• Insurance Corporate Agency License (SP – Certificate) for Insurance.
• NISM XIII A for SIF.

Responsibilities

• Gather assets for investment products such as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance and other products launched from time to time.
• Achieve Net Equalized Assets collected (LS) targets for mapped book.
• Create an incremental SIP Book.
• Achieve New Business development targets by reactivating/activating new clients.
• Ensure all clients are met on a regular basis.
• Connect with all mapped Asset clients of the branch to increase AUM, SIP Flow & Revenue from the mapped book.
• Acquire new clients and activate them with asset collection.
• Conduct 2-3 client meetings per day within the territory.

Skills

Local language fluency

Interpersonal skills

Team player

Process oriented

Self-motivated

Education

Graduate in any stream

NISM VA

NISM XXI A

Insurance Corporate Agency License (SP – Certificate)

NISM XIII A

Job description

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 achieving New Business development targets by reactivating / activating new clients.
• Ensure all clients are met on a regular basis.
• Ensure connect with all mapped Asset clients of the branch and increase the AUM, SIP Flow & Revenue from the mapped book.
• To acquire new clients and activate them with asset collection.
• Ensure 2-3 client meetings are done per day within your territory.

Qualifications

• Graduate in any stream with basic knowledge of financial markets across different product lines.
• NISM VA (for Mutual Funds)
• NISM XXI A (for PMS)
• Insurance Corporate Agency License (SP – Certificate) (for Insurance)
• NISM XIII A (for SIF)

Required Skills

• Fluency in local language is an added advantage.
• Excellent interpersonal skills and must be a team player.
• Must be process oriented and must be willing to learn and adapt.
• Highly self –motivated

Preferred Skills

• Ability to deliver / Results driven
• Client focused
• Problem solving & decision making
• Ability to develop and leverage networks
• Ability to understand, explain and support change
• Ability to develop and adapt a process
• Ability to inspire others & generate people's commitment
• Ability to manage / facilitate a meeting, seminar, committee, training...

Pay range and compensation package

Salary: 6 LPA to 18 LPA

Equal Opportunity Statement

We are committed to diversity and inclusivity in our hiring practices.