Rm Wealth / Investment Products - Mutual Fund- On RoleHi,
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.

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
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