07 Aug
|
Sharekhan
|
Ludhiana
07 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 recent 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
Reliable candidature
Wealth RM from Banks can also apply
NISM 5A and other Certifications
📌 Wealth Manager Ludhiana
🏢 Sharekhan
📍 Ludhiana