Investment Portfolio Advisor (Hyderabad)

Investment Portfolio Advisor (Hyderabad)

18 Sep
|
Sharekhan
|
Hyderabad

18 Sep

Sharekhan

Hyderabad

- 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 New Business development targets by reactivating / activating current 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 (Hyderabad)
🏢 Sharekhan
📍 Hyderabad

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