Wealth RM

2 - 7 years

3 - 7 Lacs

Posted:3 weeks ago| Platform: Naukri logo

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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

Will be responsible for achieving New Business development targets by reactivating/ activating new clients

Ensure connect with all mapped Asset clients of the branch and increase the AUM, SIP Flow & Revenue from the mapped book

Preferred candidate profile

Graduate in any stream with basic knowledge of financial markets across different product lines Relevant Certifications viz NISM (VA /XXI/XILIA) & Insurance Corporate Agency License (SP- Certificate) for Insurance

Contact

Send us your CV or refer your friend's CV at monalisha.misra@branch.sharekhan.com

aman.kushwah@branch.sharekhan.com

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Sharekhan

Financial Services

Mumbai

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