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.
- 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.
Job Requirements :
- 2-9 years of experience in HNI client handling or wealth management in the banking industry.
- Strong understanding of AIFs (Alternative Investment Funds), mutual funds sales, and other investment products.
- Proven track record of meeting or exceeding sales targets while maintaining excellent customer service standards.