06 Aug
|
Sharekhan
|
New Delhi
06 Aug
Sharekhan
New Delhi
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 current 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.
- To acquire new clients and activate them with asset collection.
- Ensure 2-3 client meetings are done per day within your territory.
Preferred candidate profile
- Graduate in any stream with Excellent knowledge of financial markets across different
product lines.
- NISM VA (for Mutual Funds)
- NISM XXI A(for PMS)
📌 Investment Advisor (New Delhi)
🏢 Sharekhan
📍 New Delhi