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Portfolio Expert - Mutual Funds, PMS, AIF

Portfolio Expert - Mutual Funds, PMS, AIF

QuickTurtle

7 - 10 years

9 - 12 Lacs

surat delhi / ncr thiruvananthapuram

Posted:12 hours ago| Platform:

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Skills Required

branding client management sales marketing btl digital marketing brand activation brand communication business development advertising brand management marcom trade marketing promotions brand promotion atl marketing communication events

Work Mode

Work from Office

Job Type

Full Time

Job Description

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 Super Investor clients of the company.4) Training the team on portfolio reviews will be one of the key responsibilities.5) Minimum productivity across team members in asset gathering6) Servicing and garnering assets of Super Investors of the company in the given geography7) Interact closely with the key stake holders8) Make customers eligible for upgrade to other segments.

7 - 10 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

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Portfolio Expert - Mutual Funds, PMS, AIF