Investment Portfolio Advisor

This role is for an Investment Portfolio Advisor who will focus on asset gathering and client relationship management . The ideal candidate will be adept at acquiring new clients, increasing wallet share, and driving revenue across a diverse range of investment products.

Key Responsibilities

• Asset Gathering : Responsible for gathering assets for various investment products , including mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance , and other products as introduced.
• Target Achievement : Achieve Net Equalized Assets collected (LS) targets for the mapped client book.
• New Business Development : Create an incremental SIP Book and achieve new business development targets by reactivating or activating new clients.
• Client Engagement : Ensure all clients are met on a regular basis (2-3 client meetings per day within your territory) and maintain strong connections with all mapped asset clients of the branch.
• Revenue Growth : Increase the Assets Under Management (AUM), SIP Flow, and Revenue from the mapped book.
• Client Acquisition : Actively acquire new clients and activate them with asset collection.

Skills Required

Client Relationship Management, Asset Management, Target Achievement, Business Development, revenue growth , Client Acquisition