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RM -Wealth / Investment Products / PCG Sales- Mutual fund

ConfidentialHyderabad / Secunderabad, Telangana

8 days ago

Job description

This role is for an RM Wealth professional in a top company, focused on sales of investment products to retail clients (B2C). The ideal candidate will be responsible for gathering assets, achieving sales targets, and managing client relationships for a range of wealth and investment products.

Key Accountabilities

Asset Gathering : Responsible for gathering assets for a variety of investment products, including mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, and Insurance .
Target Achievement : Achieve Net Equalized Assets collected (LS) targets for your mapped book of clients.
SIP Book : Create an incremental Systematic Investment Plan (SIP) book .
New Business Development : Achieve new business targets by reactivating or acquiring new clients.
Client Relationship Management : Ensure all clients are met on a regular basis to maintain and strengthen relationships.

Skills & Requirements

Proven experience in a sales role within the wealth management or investment products space.

Strong knowledge of investment products, particularly mutual funds .

The ability to achieve and exceed sales targets.

Excellent client-facing and relationship management skills.

Experience in a B2C sales environment.

Skills Required

Client Relationship, Asset Management, Mutual Funds, Business Development, Relationship Management, B2C Sales

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Rm Wealth Investment • Hyderabad / Secunderabad, Telangana