Role & 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 all mapped Asset clients of the branch and increase the AUM, SIP Flow & Revenue from the mapped book. Contributing Responsibilities
• To acquire current clients and activate them with asset collection.
• Ensure 2-3 client meetings are done per day within your territory.
Preferred candidate profile
Candidate with relevant experience only apply.
Interested candidates share your resume to
Aanchal HR- (phone hidden)
mail-
[email protected]
📌 Relationship Wealth Manager(Mutual Funds and PMSC Sales) (Odisha)
🏢 Avani Consulting
📍 Odisha