Wealth Management Advisor

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

Job summary

Avani Consulting Chennai seeks a Wealth Manager to drive asset gathering across mutual funds, PMS, AIF, insurance and related products while increasing client penetration and wallet share through regular meetings, both physical and virtual.

You will build an incremental SIP book, activate new clients, and work to expand AUM and revenue from mapped assets by meeting 2-3 clients daily within your territory. Prior knowledge of financial markets and relevant licenses is preferred.

Qualifications

• Graduate in any stream with basic knowledge of financial markets.
• Licenses: NISM VA, NISM XXI A, NISM XIII A and SP certificate for Insurance.
• Willingness to learn and adapt; strong client orientation.

Responsibilities

• Gather assets for investment products such as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance and other products.
• Achieve Net Equalized Assets collected (LS) targets for mapped book.
• Create an incremental SIP Book.
• Develop New Business by reactivating/activating clients.
• Meet 2-3 clients daily within the territory.
• Increase AUM, SIP Flow & Revenue from mapped book.

Skills

Interpersonal skills

Self-motivated

Team player

Process oriented

Willingness to learn

Education

Graduate in any stream

NISM VA

NISM XXI A

Insurance 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.