Wealth Manager/ Advisor

Rekrut India Private Limited

Ahmedabad District, Surat

On-site

INR 1,080,000 - 1,320,000

Full time

14 days+

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Job summary

Rekrut India Private Limited in Surat seeks a Relationship Manager- Wealth Manager to drive investments across mutual funds, PMS, AIF, corporate FDs, SGB and insurance, while growing the SIP book and client base.

You will meet clients regularly, activate and reactivate accounts, and aim to increase AUM and revenue. Requires 2 years MF sales experience and a graduate degree; NISM 5A & 8 preferred.

Qualifications

2 years of experience in Mutual Fund Sales
Graduate mandatory
NISM 5A & 8 certifications preferred
Strong client relationship and business development skills
Experience in Wealth Management / Broking / Investment Products preferred

Responsibilities

Drive acquisition and closure of investments across Mutual Funds, PMS, AIF, Corporate FD, SGB & Insurance
Achieve Net Equalized Assets (LS) targets for the mapped portfolio
Build and grow a strong SIP book
Activate & reactivate clients to generate new business
Conduct regular client meetings to enhance AUM, SIP flows & overall revenue

Skills

Relationship management

Business development

Client meetings

Wealth management

Education

Graduate

NISM 5A

NISM 8

Job description

Join a Leading Stock Broking company and Accelerate Your Career Growth

Role: Relationship Manager- Wealth Manager

Location: Surat

CTC: upto 12 lpa

Role Overview

Drive acquisition and closure of investments across Mutual Funds, PMS, AIF, Corporate FD, SGB & Insurance
Achieve Net Equalized Assets (LS) targets for the mapped portfolio
Build and grow a strong SIP book
Activate & reactivate clients to generate new business
Conduct regular client meetings to enhance AUM, SIP flows & overall revenue

Candidate Profile