Job highlights

- 5-8 years experience with deep knowledge of MF, PMS, and equity products, preferably from wealth management

- Garner assets and generate revenue through Mutual Funds, PMS, AIF, fixed deposits, equity broking, and lending; increase AUM and SIP flow; handle client queries; disseminate product and fundamental research recommendations; activate and retain clients

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

- 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.

Requirements

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

📌 Investment Specialist (Pune)
🏢 Quick Turtle
📍 Pune