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Wealth Manager

<div>Position Purpose: </div><div>Wealth Manager`s primary objective will be asset gathering and increase client penetration &amp; wallet share through regular client meetings (physical/virtual).&nbsp;</div><div><br></div><div>Responsibilities </div><div>Direct Responsibilities </div><div>• 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. </div><div>• Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book. </div><div>• Create an incremental SIP Book </div><div>• Will be responsible for achieving New Business development targets by reactivating / activating new clients. </div><div>• Ensure all clients are met on a regular basis. </div><div>• Ensure connect with all mapped Asset clients of the branch and increase the AUM, SIP Flow &amp; Revenue from the mapped book. </div><div><br></div><div>Contributing Responsibilities </div><div>• To acquire new clients and activate them with asset collection. </div><div>• Ensure 2-3 client meetings are done per day within your territory. </div><div><br></div><div>Technical &amp; Behavioral Competencies </div><div>• Strong communication &amp; written skills </div><div>• Fluency in local language is an added advantage. </div><div>• Excellent interpersonal skills and must be a team player. </div><div>• Must be process oriented and must be willing to learn and adapt. </div><div>• Highly self –motivated</div><div><br></div><div>Specific Qualifications (if required) </div><div>Graduate in any stream with basic knowledge of financial markets across different product lines. </div><div>1. NISM VA (for Mutual Funds) </div><div>2. NISM XXI A(for PMS) </div><div>3. Insurance Corporate Agency License (SP – Certificate) (for Insurance) </div><div>4. NISM XIII A (for SIF) </div><div><br></div><div>Skills Referential </div><div>Behavioural Skills: (Please select up to 4 skills) </div><div>Ability to deliver / Results driven </div><div>Communication skills - oral &amp; written </div><div>Client focused </div><div>Problem solving &amp; decision making&nbsp;&nbsp;</div>