Location
Bengaluru
Job Type
Full-time
Posted
June 12, 2026
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.
Create an incremental SIP Book.
Will be responsible for achieving New Business development targets by reactivating / activating new clients.
Ensure all clients are met on a regular basis.
Ensure connect with ...
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.
Create an incremental SIP Book.
Will be responsible for achieving New Business development targets by reactivating / activating new clients.
Ensure all clients are met on a regular basis.
Ensure connect with ...