Posted:4 days ago|
Platform:
Work from Office
Full Time
Direct Responsibilities
• Create an incremental SIP 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. Contributing Responsibilities
• To acquire new clients and activate them with asset collection.
• Ensure 2-3 client meetings are done per day within your territory.
• Strong communication & written skills
• Excellent interpersonalskills and must be a team player.
Graduate in any stream with basic knowledge of financial markets across different
product lines.
1. NISM VA (for Mutual Funds)
2. NISM XXI A(for PMS)
3. Insurance Corporate Agency License (SP Certificate) (for Insurance)
4. NISM XIII A (for SIF)
With At least 2 years in Selling financial products and services
Avani Consulting
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