Currently we have Openings in Wealth RM role in two branches
1. Pune - JM Road
2. Pune - Ravet
Send email to -
[email protected] With your Updated CV and Mentioned Branch Location for which you want to apply for Job.
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 recent 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 new clients and activate them with asset collection.
- Ensure 2-3 client meetings are done per day within your territory.
📌 Wealth Manager For Pune Deccan / Ravet / Pimpri-Chinchwad
🏢 Sharekhan
📍 Pune