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 recent 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 basic knowledge of financial markets across different product lines. [NISM VA (for Mutual Funds) ]
- Strong 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.

📌 Relationship Manager- Wealth Management (Coimbatore)
🏢 Sharekhan
📍 Coimbatore