Apply on Kit Job: kitjob.in/job/4pyqip
Job Description:
- 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 current client.
- Ensure all clients are met on a regular basis.
- Ensure connect with all mapped Asset clients of the branch and increase the AUM, SIP Flow & Revenue from the mapped book.
Contributing Responsibilities :
- To acquire new clients and activate them with asset collection.
- Ensure 2-3 client meetings are done per day within your territory.
- NISM 5A is mandatory
Interested can share CV to
[email protected] or whatsapp-(phone hidden)
Apply on Kit Job: kitjob.in/job/4pyqip
📌 Wealth Manager / Investment Portfolio Advisor (Karnataka)
🏢 Sharekhan
📍 Karnataka