Investment Portfolio Advisor Hyderabad

Investment Portfolio Advisor Hyderabad

19 Sep
|
Sharekhan
|
Hyderabad

19 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 Current 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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