Wealth Relationship Manager - B2C

Avani Consulting; Hyderabad, Chennai District, Bengaluru; On-site; INR 600,000 - 900,000; Full time

Job summary

Avani Consulting in Hyderabad is seeking a Graduate with strong communication skills to join as a Relationship Manager focused on wealth management and mutual funds. You will gather assets across products and engage retail and HNI clients.

You will achieve asset targets, create an incremental SIP book, reactivate clients, meet 2-3 clients daily, and expand AUM and revenue from mapped book, within a growing financial services environment.

Qualifications

• Graduate with strong communication skills.
• Experience in Mutual Funds / Wealth Management / Financial Services.
• Experience handling Retail/HNI clients.
• NISM V-A Certification preferred.
• Good knowledge of Mutual Fund products and investments.

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.
• Aim to 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.
• Ensure 2-3 client meetings are done per day within your territory.

Education

Graduate with strong communication skills

Job description

Key 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.

Contributing Responsibilities

• To acquire new clients and activate them with asset collection.
• Ensure 2-3 client meetings are done per day within your territory.

Preferred Profile

• Graduate with strong communication skills
• Experience in Mutual Funds / Wealth Management / Financial Services
• Experience handling Retail/HNI clients
• NISM V-A Certification preferred
• Good knowledge of Mutual Fund products and investments