Wealth RM / Investment Portfolio Advisor (Chennai)

Wealth RM / Investment Portfolio Advisor (Chennai)

13 Oct
|
Sharekhan
|
Chennai

13 Oct

Sharekhan

Chennai

- 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 new clients.
- Ensure all clients are met on a regular basis.

📌 Wealth RM / Investment Portfolio Advisor (Chennai)
🏢 Sharekhan
📍 Chennai

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