To Apply Job - Visit to Our Branch with updated CV. Address : No 573/3, 2nd Floor, Jangali Maharaj Rd, above Woodland Showroom, Shivajinagar, Pune, Maharashtra 411004 ( Mon - Fri, 9 am to 3 pm)

OR

Send updated CV to [email protected] & in Subject line Mentioned Applied for IC Role

Role & responsibilities

- Ownership of the Asset Gathering Target of the location
- Driving Investment Product Sales through Wealth Relationship Managers and Business Development

Relationship Managers.

- Increasing AUM of the location
- Penetration of existing client base for creating recent investors in MF/Investments from existing client base
- Ensuring better client experience both by qualitative and quantitative interventions
- Assist in investment portfolio asset allocation of customers
- Portfolio Monitoring/Review




- Reallocation of portfolios as and when required for risk management or sales opportunities.
- Coach Asset RM and Business Development RM teams on latest products
- Conduct Market and Product update calls for Asset RMs and Business Development RMs on regular basis
- Client Calls (along with RMs) to educate provide details and source investment in these products
- • Regular interaction with the product providers for product updates, market feedback etc and internally

communicate the same
- Net large client growth (clients >50 lacs INR Assets)
- Product Activation PMS / AI

Preferred candidate profile Graduate / Postgraduate or an MBA

- Relevant NISM and other Certifications
- 5 years plus work experience in the financial services industry

📌 Investment Counselor (Pune)
🏢 Sharekhan
📍 Pune