Posted:19 hours ago|
Platform:
Work from Office
Full Time
1) Responsible for gathering assets for investment products such as mutual funds, PMS, AIF,
2) Corporate FD, Investiger, SGB, Insurance and other products launched from time to time.
3) Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book.
4) Create an incremental SIP Book
5) Will be responsible for achieving New Business development targets by reactivating / activating
6) new clients.
7) Ensure all clients are met on a regular basis.
8) To acquire new clients and activate them with asset collection.
9) Ensure 2-3 client meetings are done per day within your territory.
Keywords Investment Advisor, Broking Client Acquition, Knowledge of Equity, MF, PMS, AIF Mandatory Key Skills Client Management, Knowledge of Equity Market and Investment products,
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