Opening in Ravet / Pimpri-Chinchwad For Welath RM role (Pune)

Opening in Ravet / Pimpri-Chinchwad For Welath RM role (Pune)

02 Sep
|
Sharekhan
|
Pune

02 Sep

Sharekhan

Pune

Currently we have 10 Openings in Wealth RM role in Ravet branche

Send email to - [email protected] With your Updated CV and Mentioned Ravet in Subject.

Direct 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 New Business development targets by reactivating / activating new client
- 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.

Contributing Responsibilities

- To acquire current clients and activate them with asset collection.
- Ensure 2-3 client meetings are done per day within your territory.

📌 Opening in Ravet / Pimpri-Chinchwad For Welath RM role (Pune)
🏢 Sharekhan
📍 Pune

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