Job highlights

- 5-8 years experience with deep knowledge of Mutual Funds, PMS, and Equity products, preferably from Wealth Management

- Garner assets and generate revenue through Mutual Funds, PMS, AIF, Fixed Deposits, Equity Broking & lending; increase AUM and SIP flow; handle client queries and disseminate product and research recommendations

Job Summary

Exp - Candidates with Min 5-8 Yrs having deep knowledge of MF, PMS and other Equity product. Preferably should be from Wealth Management background.

Responsibilities

- 1. 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.

- 1. Increase the AUM, SIP Flow & Revenue from the Client Base - Existing and newly acquired.

- 1. Dissemination of product recommendations messages to allocated client

- 1. Effective handling of client queries.

- 1. Dissemminating Fundamental research recommendations to meet investing requirements of allocated clients.

- 1. Constant efforts on direct databases for activation / reactivation / retention of clients.

📌 Investment Specialist (Delhi)
🏢 Quick Turtle
📍 Delhi