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    Job · 15114115

    Sharekhan logo

    Opening in Ravet / Pimpri-Chinchwad For Welath RM role

    Sharekhan · Pune · onsite · Posted 51d ago

    ₹6.5L - ₹10.0L PA3–7 yrsfulltimeSourced fromNaukri

    About a minute. You'll make an account on the way through.

    About this role

    Currently we have 10 Openings in Wealth RM role in Ravet branche


    Send email to - [email removed] With your Updated CV and Mentioned Ravet in Subject.


    Direct Responsibilities :

    • Responsible for gathering assets for investment productssuch 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 client
    • 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.



    Sourced from naukri

    Skills

    Mutual Funds SalesNISMPortfolio Management ServicesInvestment PlanningPMSIRDAMutual FundsFinancial AdvisoryClient AcquisitionWealth ManagementInvestment AdvisoryClient MeetingInsurance AdvisoryInsuranceRelationship ManagementHNI Client Handling

    About Sharekhan

    Sharekhan logo

    Sharekhan

    Financial Services

    3.5k+

    employees

    2000

    26 years old

    Mumbai,Maharashtra

    India

    ₹6.5L – ₹10L PA

    This role

    About

    Mirae Asset Sharekhan offers a comprehensive range of trading and investment solutions, including equities, futures and options, portfolio management services, research, mutual funds and investor educ

    Industries

    Financial ServicesInternet

    Employee ratings

    1,365 reviews

    3.7/ 5

    Culture

    3.6

    Career growth

    2.9

    Work-life

    3.7

    Employees rate it well for

    Salary156Work Environment131Work Culture109Career Growth89Work Life Balance84

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    Opening in Ravet / Pimpri-Chinchwad For Welath RM role · waiting for your command