- Drive Mutual Fund gross mobilization, including fresh sales through Lumpsum investments and SIPs (Systematic Investment Plans)
- Ensure consistent Net AUM (Assets Under Management) growth
- Acquire and maintain recent SIP registrations
- Generate revenue through PMS (Portfolio Management Services), AIF (Alternative Investment Funds), and Bonds
- Conduct periodic portfolio reviews to align investments with client goals
- Focus on client retention by delivering high-quality advisory services
- Schedule and lead client review meetings to strengthen relationships and identify new opportunities
- Experience in PMS / AIF / Bonds Revenue /NCD/Loans
Fresher can also apply
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