Investment Advisor
3 weeks ago
The role would require to train, enable and influence branch team to sell investment products - MF, PMS, AIF, PE and SP. Doing joint meetings with HNI customers of branch teams for cross sell
**1. **Train assigned branch teams on investment products - MF, PMS, AIF, PE and SPs.
**2. **Enable and influence branch teams to cross sell the investment products
**3. **Joint meetings with HNI customers of branch teams
**4. **Help branch team achieve their cross sell targets.
Periodic review of client’s portfolio to ensure that they are in line with client’s investment objectives
**Job Types**: Full-time, Permanent
**Salary**: ₹8,086.00 - ₹49,087.70 per month
Schedule:
- Day shift
**Experience**:
- total work: 5 years (preferred)
Ability to Commute:
- Mumbai, Maharashtra (required)
Ability to Relocate:
- Mumbai, Maharashtra: Relocate before starting work (required)
Work Location: In person
**Speak with the employer**
+91 9111555754
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