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Investment Portfolio Advisor

Investment Portfolio Advisor

QuickTurtle

4 - 7 years

10 - 14 Lacs

vadodara

Posted:2 days ago| Platform:

Apply

Skills Required

business development insurance pms mutual funds collection sip analytical skills financial services investment products financial markets

Work Mode

Work from Office

Job Type

Full Time

Job Description

Job Description

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.
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.
To acquire new clients and activate them with asset collection.
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, 4-7 years of work experience in the financial services industry and relevant regulatory certifications, should have great client management skills
Strong analytical skills to interpret market and business information
Graduate in any stream with basic knowledge of financial markets across different product lines
Should be certified - NISM VA (for Mutual Funds), NISM XXI A(for PMS), Insurance Corporate Agency License (SP Certificate) (for Insurance), NISM XIII A (for SIF)

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Investment Portfolio Advisor