19 Sep
|
Quick Turtle
|
Bhavnagar
19 Sep
Quick Turtle
Bhavnagar
1) 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.
2) Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book.
3) Create an incremental SIP Book
4) Will be responsible for achieving New Business development targets by reactivating / activating new clients.
5) Ensure all clients are met on a regular basis.
6) Ensure connect with all mapped Asset clients of the branch and increase the AUM, SIP Flow & Revenue from the mapped book.
7) To acquire recent clients and activate them with asset collection.
8) Ensure 2-3 client meetings are done per day within your territory. At least 2-3 years in Selling financial products and services .
📌 Investment Portfolio Advisor (Bhavnagar)
🏢 Quick Turtle
📍 Bhavnagar