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Urgent Hiring For Wealth/Investment Specialist(Mutual Fund/PMS Sales)

Urgent Hiring For Wealth/Investment Specialist(Mutual Fund/PMS Sales)

Avani Consulting

5 - 10 years

5 - 12 Lacs

mangaluru mysuru bengaluru

Posted:None| Platform:

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Skills Required

nism hni cross sales mutual fund priority banking hni acquisition cfp equity securities hnw tpp pcg cross sell high net worth mf imperia preferred aif nism xxi broking third party products priority amfi wealth management privy relationship manager pms investment

Work Mode

Work from Office

Job Type

Full Time

Job Description

Greetings from AVANICONSULTING

We are hiring for leading company

Key Accountabilities

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.

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

INTERESTED CANDIDATES PLease share your cv in mail or WhatsApp

Call / WhatsApp - 9917283370

mail id - aanchal@avaniconsulting.com

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