Wealth RM / Investment Portfolio Advisor
Sharekhan · Indore · onsite · Posted 70d ago
Undisclosed3–7 yrsfulltimeSourced from
About a minute. You'll make an account on the way through.
About this role
- 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.
Sourced from naukri
Skills
PMSAifMutual FundsCorporate FDWealth ManagementNew Business Development
About Sharekhan
Sharekhan
Financial Services
3.5k+
employees
2000
26 years old
Mumbai,Maharashtra
India
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
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