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Sharekhan
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Wealth Manager

Wealth Manager

2 - 7 years

|

4 - 9 Lacs

madurai chennai erode

Posted:5 hours ago| Platform:

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Skills Required

wealth management mutual funds hni client handling hni sales investment products

Work Mode

Work from Office

Job Type

Full Time

Job Description

Role & responsibilities

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.

Preferred candidate profile

Graduate in any stream with basic knowledge of financial markets across different product lines.

1. NISM VA (for Mutual Funds)

2. NISM XXI A(for PMS)

3. Insurance Corporate Agency License (SP Certificate) (for Insurance)

4. NISM XIII A (for SIF)

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Financial Services

Mumbai

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