- 5-8 years experience with deep knowledge of Mutual Funds, PMS, and Equity products, preferably in Wealth Management
- Increase AUM, SIP flow, and revenue; handle client queries; disseminate product and fundamental research recommendations; activate and retain clients
Job Summary
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.
Responsibilities
- 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: Candidates with minimum 5-8 years having deep knowledge of MF, PMS and other Equity product. Preferably should be from Wealth Management background.