06 Aug
|
Sharekhan
|
Ludhiana
06 Aug
Sharekhan
Ludhiana
Roles and 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.
- Creating an incremental SIP Book.
- Will be responsible for achieving Current Business development targets by reactivating/ activating new clients.
- Ensure connect with all mapped Asset clients of the branch and increase the AUM, SIP Flow & Revenue from the mapped book.
Job Requirements :
- 2+ years of experience in wealth management or related field.
- Understanding of MFs, PMS, SIP, AIFs, relationship management, and HNI client handling.
- Graduate or Post-Graduate
- Stable candidature
- Wealth RM from Banks can also apply
- NISM 5A and other Certifications
📌 Wealth Manager (Ludhiana)
🏢 Sharekhan
📍 Ludhiana