20 Sep
|
Alankit
|
Indore
Role & responsibilities
Department - Wealth Management KRA
- Drive Mutual Fund gross mobilization, including fresh sales through Lumpsum investments and SIPs (Systematic Investment Plans)
- Ensure consistent Net AUM (Assets Under Management) growth
- Acquire and maintain new SIP registrations
- Generate revenue through PMS (Portfolio Management Services), AIF (Alternative Investment Funds), and Bonds
- Conduct periodic portfolio reviews to align investments with client goals
- Focus on client retention by delivering high-quality advisory services
- Schedule and lead client review meetings to strengthen relationships and identify recent opportunities
- Experience in PMS / AIF / Bonds Revenue /NCD
Interested candidate can share their profile on WhatsApp - (phone hidden)
📌 Wealth Manager (Indore)
🏢 Alankit
📍 Indore