Investment Specialist

3 - 7 years

5 - 8 Lacs

Posted:1 day ago| Platform: Naukri logo

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Job Type

Full Time

Job Description

The main responsibility of this channel is to gather assets by offering bouquet of products like asset gathering instruments, such as PMS, AIF, Mutual funds, Corporate FD, NCD, SGB, Insurance and any other financial products.

Introduced from time to time along with revenue of broking, education, interest-oriented instruments to existing clients of Super Investor segment at Sharekhan either through face-to-face situations or through telephonic conversations or both.

This is a relationship management role and the IS / Sr. IS will be eligible for incentives in addition to fixed salary.

• 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.

• Responsible for growing revenues of broking, lending products and Sharekhan Education products

• Add new to SK customers. • Ensure connect with all mapped Super Investor clients. • Increase the AUM, SIP Flow & Revenue from the mapped book.

Interested candidates send resume to vinith.yadav@branch.sharekhan.com or Whatsapp-7338112258

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Sharekhan logo
Sharekhan

Financial Services

Mumbai

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