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Investment Portfolio Advisor (Wealth RM) for one of the leading Broking Giant
Acme ServicesMumbai, Maharashtra, India12 days ago
Job descriptionPrior experience in wealth management / investment advisory. Strong relationship-building & communication skills. NISM certifications (or willingness to acquire). Self-driven, target-oriented, and a team player.
Budget : 7 to 12 LPA
Experience : 5 to 10 Years
Location : Mumbai (Borivali)
Mandate : NISM VA (for Mutual Funds), NISM XXI A(for PMS), Insurance Corporate Agency License (SP – Certificate) (for Insurance), NISM XIII A (for SIF)
Job Description : What You’ll Do :
- Build and manage a client portfolio for mutual funds, PMS, AIFs, insurance & other investment products.
- Drive SIP book and asset growth through regular client interactions.
- Reactivate inactive clients & acquire new investors.
- Conduct 2–3 quality client meetings per day (virtual / physical).
- Increase AUM, revenue & wallet share from mapped clients.
What We’re Looking For :
Interested Candidates can share their resumes on neha@acme-services.in
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Investment Portfolio • Mumbai, Maharashtra, India
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