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Wealth Manager

4 - 9 years

6 - 11 Lacs

Hyderabad

Posted:5 hours ago| Platform: Naukri logo

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Skills Required

Mutual Funds Wealth Management Portfolio Management Services PMS MF Investment Advisory Financial Advisory Investment Products Aif

Work Mode

Work from Office

Job Type

Full Time

Job Description

Role & responsibilities Direct 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. Ensure connect with all mapped Asset clients of the branch and increase the AUM, SIP Flow & Revenue from the mapped book. Contributing Responsibilities To acquire new clients and activate them with asset collection. Ensure 2-3 client meetings are done per day within your territory. 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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www.sharekhan.com/

Financial Services

Mumbai

1000-5000 Employees

51 Jobs

    Key People

  • Dinesh Thakkar

    Chairman and Managing Director

  • Sandeep Bhardwaj

    CEO

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