21 Aug
|
QuickTurtle
|
Bengaluru
21 Aug
QuickTurtle
Bengaluru
1. 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.
2. Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book.
3. Create an incremental SIP Book
4. Will be responsible for achieving Current Business development targets by reactivating / activating new clients.
5. Ensure all clients are met on a regular basis.
6. Ensure connect with all mapped Asset clients of the branch and increase the AUM, SIP Flow & Revenue from the mapped book.
7. To acquire new clients and activate them with asset collection.
8. Ensure 2-3 client meetings are done per day within your territory.
9. At least 2-3 years in Selling financial products and services . Knowledge of - Investment Products & Equity , Equity Advisory, Good English.
📌 Investment Portfolio Advisor (Bengaluru)
🏢 QuickTurtle
📍 Bengaluru