Posted:1 month ago|
Platform:
Work from Office
Full Time
Role & responsibilities Wealth Manager`s primary objective will be asset gathering and increase client penetration & wallet share through regular client meetings (physical/virtual). 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. Preferred candidate profile Strong communication & written skills Fluency in local language is an added advantage. Excellent interpersonal skills and must be a team player. Willingness to travel Interested candidates can share CV to vinith.yadav@branch.sharekhan.com or Watsapp-7338112258
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