Posted:9 hours ago|
Platform:
Work from Office
Full Time
• Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance and other products launched from time to time.
• Create an incremental SIP Book
• 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. Contributing Responsibilities • To acquire new clients and activate them with asset collection.
• Ensure 2-3 client meetings are done per day within your territory
• 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
Avani Consulting
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