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Rm Wealth / Investment Products - Mutual Fund- On Role @ Leading Securitie

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Leading Securitie  Rm Wealth / Investment Products - Mutual Fund- On Role

Job Description

Hi,


Hiring,


Job Title: Investment Portfolio Advisor / RM Wealth - B2B & B2C


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


Education:Grad/P.G


Exp: 2years to 7years


Sat & sunday holiday.

Will have public holidays.


Interested candidates share resume in WhatsApp/mail

WhatsApp/Call:- 7386568***

Mail:- sr*****s@av************g.com


Feel free to contact in call /text

No charges.


Job Classification

Industry: Financial Services (Broking)
Functional Area / Department: BFSI, Investments & Trading
Role Category: Trading, Asset & Wealth Management
Role: Wealth Manager
Employement Type: Full time

Contact Details:

Company: Leading Securitie
Location(s): Madurai

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Keyskills:   Wealth Product Mutual Funds Wealth Management PMS HNI Portfolio Management Cross Selling Portfolio Management Services Third Party Products HNI Acquisition HNI Client Handling HNI Sales TPP Ultra Hni Financial Products MF Investment Advisory Investment Products Aif

 Fraud Alert to job seekers!

₹ 6-8 Lacs P.A

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Leading Securitie

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