Job Description

Greeting from Avani Consulting


Hiring for Leading Broking Industries

About the Company



Wealth Manager‘s primary objective will be asset gathering and increase client penetration & walletshare through regular client meetings (physical/virtual).



About the Role



The Wealth Manager will be responsible for gathering assets for investment products and achieving various targets related to client engagement and asset management.



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.
  • C...

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