Job Summary

Experience - Candidates with a minimum of 5-8 years having deep knowledge of MF, PMS and other Equity products. Preferably should be from Wealth Management background.

Responsibilities

- Primary responsibility is to garner asset and generate revenues for the Super Investor client segment by offering Mutual Funds (Lumpsum and SIP), PMS, AIF, Corporate Fixed Deposits, Equity Broking & lending products.
- Increase the AUM, SIP Flow & Revenue from the Client Base - Existing and newly acquired.
- Dissemination of product recommendations messages to allocated client
- Effective handling of client queries.
- Disseminating Fundamental research recommendations to meet investing requirements of allocated clients.
- Constant efforts on direct databases for activation / reactivation / retention of clients.

Requirements
- Experience: 5-8 years in the industry with deep knowledge of MF, PMS and other Equity products; preferably from Wealth Management background.

📌 Investment Specialist (Kolkata)
🏢 Quick Turtle
📍 Kolkata