12 Sep
|
Sharekhan
|
Banjara Hills
12 Sep
Sharekhan
Banjara Hills
- 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 new clients.
- 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.
📌 Investment Portfolio Advisor (Banjara Hills)
🏢 Sharekhan
📍 Banjara Hills