Hiring II Wealth basket RM II Leading Broking Firm

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)

Interested candidtaes share your cv in Mail or WhatsApp

Mail anusha@avaniconsulting.com

WhatsApp 9003875895