Investment Portfolio Advisor

6 days ago

Hyderabad, Telangana, India Sharekhan Full time ₹ 5,00,000 - ₹ 10,00,000 per year

Role & responsibilities

Direct Responsibilities

  • 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.
    • Ensure connect with all mapped Asset clients of the branch and increase the AUM, SIP Flow & Revenue

from the mapped book

Preferred candidate profile

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)

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