- 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, Corporate FDs, Equity Broking, and lending products; increase AUM and SIP flow; handle client queries and disseminate product and research recommendations
Qualifications
- 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
- 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.
- Dissemminating Fundamental research recommendations to meet investing requirements of allocated clients.
- Constant efforts on direct databases for activation / reactivation / retention of clients.