RM -Wealth / Investment Portfolio Advisor - Mutual fund

6 days ago


Bengaluru Chennai Hyderabad, India Avani Consulting Full time

Greetings from AVANICONSULTING

We are hiring for leading company

Key Accountabilities

  • 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

INTERESTED CANDIDATES Please share your cv in mail or WhatsApp

More Information Contact HR, Uttam.

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