- Drive Mutual Fund sales through Lumpsum and SIP investments.
- Grow Net AUM and acquire recent clients.
- Generate business through PMS, AIF, Bonds, and other wealth products.
- Manage and strengthen long-term client relationships.
- Conduct portfolio reviews and provide suitable investment solutions.
- Identify cross-selling and upselling opportunities.
- Achieve assigned AUM, revenue, SIP, and client acquisition targets.
Candidate Profile
- Experience in Wealth Management, Mutual Funds, Banking, Broking, or Financial Services.
- Strong knowledge of investment products and financial markets.
- Excellent communication, sales, and relationship management skills.
- NISM certification preferred.
- Target-oriented with a proven ability to generate AUM and revenue.