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Hiring II Wealth basket RM II Leading Broking Firm

4 - 9 years

6 - 11 Lacs

Kollam Bengaluru Thiruvananthapuram

Posted:10 hours ago| Platform: Naukri logo

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Skills Required

Mutual Funds Sales NISM PMS SIP Aif New Client Acquisition Portfolio Management Cross Selling HNI Acquisition Revenue Generation Wealth Management HNI Sales Lump Sum Investment Products

Work Mode

Work from Office

Job Type

Full Time

Job Description

Greetings from Avani consulting we are hiring for leading broking firm Role & responsibilities Responsible for gathering assets for investment productssuch 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 New 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 new clients and activate them with asset collection. Ensure 2-3 client meetings are done per day within your territory. Preferred candidate profile Strong communication & written skills Fluency in local language is an added advantage. Excellent interpersonalskills and must be a team player. Must be process oriented and must be willing to learn and adapt. Highly self motivated Graduate in any stream with basic knowledge of financial markets across different product lines. 1. NISM VA (for Mutual Funds) 2. NISM XXI A(for PMS) 3. Insurance Corporate Agency License (SP Certificate) (for Insurance) 4. NISM XIII A (for SIF) Interested candidtaes share your cv in Mail or WhatsApp Mail anusha@avaniconsulting.com WhatsApp 9003875895

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