Portfolio Expert - Mutual Funds, PMS, AIF QuickTurtle

7.0 - 10.0 years

7 - 11 Lacs

chennai, bengaluru, thiruvananthapuram

Work from Office

1) To spearhead activation and servicing for demat holdings in the given Region Zone Cluster 2) Support target fulfilment for MF Net Equalized Sales Lumpsum, PMS Net Sales and AIF Net Sales of the Region Zone Cluster is achieved through existing external Assets of Super Investor clients by aiding a team of Investment Specialist (IS), Sr. Investment Specialist (Sr. IS) and Virtual Investment (V. IS) who are responsible for asset gathering and generating the overall revenue of the segment through the existing and acquired Super Investor customer base. 3) Bring in fresh assets into MF, PMS and AIF through in-depth portfolio reviews of the clients. Provide research updates to team members and Su...

Posted 2 months ago

AI Match Score

Apply

Portfolio Expert - Mutual Funds, PMS, AIF QuickTurtle

7.0 - 10.0 years

8 - 10 Lacs

Pune, Delhi / NCR, Vadodara

Work from Office

Posted 4 months ago

AI Match Score

Apply

Start Your Job Search Today

Browse through a variety of job opportunities tailored to your skills and preferences. Filter by location, experience, salary, and more to find your perfect fit.