Relationship Wealth Manager

Job Description

Dear Candidate, Greetings From "APEX SERVICES" Designation- Investment Portfolio Advisor CTC:- UPTO 12 LPA Direct Responsibilities Responsible for gathering assetsfor 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 clients. Ensure all clients are met on a regular basis. 6. Ensure connect with all mapped Asset clients of the branch and increase the AUM, SIP Flow & Revenue from the mapped book. Skills:- 1) Minimum Graduation 2) Should have a sound understanding / knowledge of capital markets. 3) Should be result-oriented, self-starter, proactive, good communication skills. 4) Should be certified in Equity Derivative Certificate (NISM 5 A) - Mandatory. Kindly reply with an updated CV at apex.pragati@gmail.com if you are interested in the mentioned Job Role, you can call also on 7752865344.