Direct 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.

Contributing Responsibilities

- To acquire new clients and activate them with asset collection.
- Ensure 2-3 client meetings are done per day within your territory.

Technical & Behavioral Competencies

Robust communication & written skills
Fluency in local language is an added advantage.
Excellent interpersonal skills and must be a team player.
Must be process oriented and must be willing to learn and adapt.
Highly self motivated

Specific Qualifications

Graduate in any stream with basic knowledge of financial markets across different
product lines.
1. NISM VA (for Mutual Funds)

📌 Wealth Manager (Kolkata)
🏢 Sharekhan
📍 Kolkata