Wealth Rm / Investment Portfolio Advisor Indore

Wealth Rm / Investment Portfolio Advisor Indore

21 Aug
|
Sharekhan
|
Indore

21 Aug

Sharekhan

Indore

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 Recent Business development targets by reactivating / activating current clients.
Ensure all clients are met on a regular basis.

📌 Wealth Rm / Investment Portfolio Advisor Indore
🏢 Sharekhan
📍 Indore

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