- Acquiring new clients with benchmark assets.
- Increase the total assigned SIP book from allocated and current clients.
- Adding overall AUM by gathering assets from existing and new clients.
- Increasing the basket of clients having AUM.
- Achieving the Business target assigned to branch in terms of, assets Aum and SIP book, acquiring clients, enhancing, & upgrading the client relationship.
- Ensuring the highest level of service to the clients.
Job Requirements :
- 1-8 years of experience in account opening, mutual funds sales or SIP (Systematic Investment Plan).
- Strong understanding of various types of securities such as stocks, bonds, fixed income instruments etc. .
- Excellent communication skills for effective relationship management with high net worth individuals (HNIs) or corporate clients.