Wealth Management Advisor

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

Job summary

Avani Consulting in Chennai is seeking a Wealth Manager to focus on asset gathering for investment products and to increase client penetration and wallet share through regular meetings (physical/virtual).

The role involves meeting targets, building relationships with mapped clients, and acquiring new clients across mutual funds, PMS, AIF, insurance, and other offerings; requires relevant licenses and a graduate degree.

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)

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.

Skills

Local language

Interpersonal skills

Process orientation

Self-motivation

Education

Graduate degree

NISM VA (Mutual Funds)

NISM XXI A (PMS)

Insurance Corporate Agency License

NISM XIII A (SIF)

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 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.