Job Summary

Exp - 7 - 10 years of work experience in the financial services industry and relevant regulatory certifications. Should have outstanding client management skills. Solid analytical skills to interpret market and business information.

Responsibilities
To spearhead activation and servicing for demat holdings in the given Region / Zone / Cluster
Support target fulfilment for MF Net Equalized Sales Lumpsum, PMS Net Sales and AIF Net Sales of the Region / Zone / Cluster is achieved through existing / external Assets of Super Investor clients by aiding a team of Investment Specialist (IS), Sr. Investment Specialist (Sr. IS) and Virtual Investment (V. IS) who are responsible for asset gathering and generating the overall revenue of the segment through the existing and acquired Super Investor customer base.
Bring in fresh assets into MF, PMS and AIF through in-depth portfolio reviews of the clients.



Provide research / updates to team members and Super Investor clients of the company.
Training the team on portfolio reviews will be one of the key responsibilities.
Minimum productivity across team members in asset gathering
Servicing and garnering assets of Super Investors of the company in the given geography
Interact closely with the key stake holders
Make customers eligible for upgrade to other segments-Education -

Key Skills
client management skills
analytical skills
asset gathering
portfolio reviews
demat holdings activation
MF Net Equalized Sales / PMS Net Sales / AIF Net Sales knowledge
training
stakeholder management
relationship management

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