
Wealth Manager
2 days ago
Dear Candidate,
Greetings From"APEX SERVICES"
Designation - Investment portfolio Advisor
Role- Wealth Manager
CTC- Up to- 10 lac+ incentive + Other benefit
Branch Dealing
ROLES & RESPONSIBILITIES:
Responsible for gathering assets for investment productssuch 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.
Kindly reply with updated CV on if you are interested for the mentioned Job Role. you can call also on
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