Welath RM

2 weeks ago

Jalandhar Ludhiana Patiala, India Sharekhan Full time US$ 60,000 - US$ 1,20,000 per year

Role & responsibilities

Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, Investor SGB. Insurance and other products launched from time to time

Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped 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

Preferred candidate profile

  • Strong communication & written skills
  • Fluency in local language is an added advantage
  • Excellent interpersonal skills and must be a team player
  • Must be process oriented and must be willing to learn and adapt

Self motivated

Graduate in any stream with basic knowledge of financial markets across different product lines Relevant Certifications viz NISM (VA /XXI/XILIA) & Insurance Corporate Agency License (SP- Certificate) for Insurance

Mail Resume