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Genxhire Services
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Investment Portfolio Advisor

Investment Portfolio Advisor

Genxhire Services

3 - 8 years

5 - 11 Lacs

Hyderabad

Posted:5 hours ago| Platform:

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Skills Required

NISM PMS Fund Management Portfolio Management corporate FD Investiger Investment Management Aif SGB

Work Mode

Work from Office

Job Type

Full Time

Job Description

Role & responsibilities

Direct Responsibilities

Mobilize assets for investment products including Mutual Funds, PMS, AIFs, Corporate FDs, Sovereign Gold Bonds, Insurance, and any new products introduced.
Achieve Net Equalized Assets (Lumpsum) targets for the assigned client book.
Build and maintain an incremental SIP book.
Meet New Business Development goals by reactivating inactive clients and acquiring new ones.
Ensure regular client engagement and maintain strong relationships.
Increase AUM, SIP flow, and revenue from the mapped client base.

Contributing Responsibilities

Acquire and activate new clients with asset collection goals.
Conduct 23 client meetings daily within the assigned territory.
Support cross-functional teams in client servicing and relationship building.

Technical & Behavioral Competencies

Strong verbal and written communication skills.
Fluency in the local language is an advantage.
Excellent interpersonal skills and team-oriented attitude.
Process-driven with a strong willingness to learn and adapt to evolving needs.
Highly self-motivated with a strong focus on targets and client satisfaction.

Preferred candidate profile

PMS

NISM

Investment Mangement

Portflio Management

shravani.m@genxhire.in

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Investment Portfolio Advisor