Job highlights

- Experience in mutual funds, PMS, AIF, and investment product asset gathering

- Achieve net equalized assets targets, develop current business, conduct regular client meetings, and increase AUM and SIP flow

Role & Responsibilities

- 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.

- Ensure connect with all mapped Asset clients of the branch and increase the AUM, SIP Flow & Revenue from the mapped book.

- To acquire current clients and activate them with asset collection.

- Ensure 2-3 client meetings are done per day within your territory.

📌 Investment Portfolio Advisor (Vapi)
🏢 Sharekhan
📍 Vapi