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Investment Portfolio Advisor/Wealth Manager

3 - 7 years

5 - 9 Lacs

Kolhapur Pune Sangli

Posted:4 hours ago| Platform: Naukri logo

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Skills Required

Mutual Funds Investment Planning Mutual Funds Sales NISM Client Meeting IRDA Portfolio Management Services Client Acquisition Financial Advisory HNI Client Handling Insurance Advisory Wealth Management Insurance Relationship Management PMS Investment Advisory

Work Mode

Work from Office

Job Type

Full Time

Job Description

Direct 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 client 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.

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www.sharekhan.com/

Financial Services

Mumbai

1000-5000 Employees

51 Jobs

    Key People

  • Dinesh Thakkar

    Chairman and Managing Director

  • Sandeep Bhardwaj

    CEO

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