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Wealth Management Advisor

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Avani Consulting
πŸ“ Bengaluru, India
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Location Bengaluru
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Posted June 05, 2026
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Commute Local Area
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Job Description

Greeting from Avani Consulting


Hiring for Leading Broking Industries

About the Company



Wealth Managerβ€˜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 increme...

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πŸ“ Location Details

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City
Bengaluru
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Country
India
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Commute
Local Area

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