Role & responsibilities
- Responsible for gathering assets for investment productssuch 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 Current Business development targets by reactivating / activating new 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.
Preferred candidate profile
- Graduate in any discipline (Bachelor's Degree or equivalent).
- Minimum 2+ years of experience in selling financial products and wealth management solutions.
- Good understanding of Mutual Funds, PMS, AIFs, Insurance, Bonds, and Wealth Products.
- NISM Series V-A (Mutual Funds)
- NISM Series XXI-A (PMS)
Interested candidate can share their C.V on mail id
[email protected]
📌 Wealth RM/ Investment Portfolio Advisor (Mumbai)
🏢 Sharekhan
📍 Mumbai