Posted:4 days ago|
Platform:
On-site
Full Time
Acquire new clients with benchmark investable assets.
Expand the number of active clients contributing to AUM.
Achieve branch business targets in AUM, SIP book, new client acquisition, and client upgrades.
Enhance and strengthen client relationships through regular engagement.
Ensure the highest level of service and support for all clients.
Maintain accurate records of client interactions, investments, and pipeline development.
Graduation from any recognized university (MBA/Finance preferred).
14 years of experience in Financial Services, Mutual Funds, or Wealth Management.
AMFI/NISM VA certification preferred.
Strong communication and client-handling skills.
Knowledge of Mutual Fund products, SIPs, and wealth management solutions.
Ability to work with targets and deliver consistent results.
Good relationship-building and problem-solving skills.
Full-Time | Permanent
MYNDGATE CONSULTING PVT LTD
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