RM Wealth / Investment Products/ PCG Sales (B2C)- Mutual fund- ON ROLE

This role is for an RM Wealth professional in a top company, focused on sales of investment products to retail clients (B2C). The ideal candidate will be responsible for gathering assets, achieving sales targets, and managing client relationships for a range of wealth and investment products.

Key Accountabilities

• Asset Gathering: Responsible for gathering assets for a variety of investment products, including mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, and Insurance.
• Target Achievement: Achieve Net Equalized Assets collected (LS) targets for your mapped book of clients.
• SIP Book: Create an incremental Systematic Investment Plan (SIP) book.
• New Business Development: Achieve new business targets by reactivating or acquiring new clients.
• Client Relationship Management: Ensure all clients are met on a regular basis to maintain and strengthen relationships.

Skills & Requirements

• Proven experience in a sales role within the wealth management or investment products space.
• Strong knowledge of investment products, particularly mutual funds.
• The ability to achieve and exceed sales targets.
• Excellent client-facing and relationship management skills.
• Experience in a B2C sales environment.