01Key Responsibilities
Direct Responsibilities-
- Achieve targets for Net Equalized Assets collected (LS) for the mapped book.
- Build an incremental Systematic Investment Plan (SIP) book.
- Drive new business development by activating/reactivating clients.
- Collect assets across investment products like Mutual Funds, Portfolio Management Services (PMS), Alternative Investment Funds (AIF), Corporate Fixed Deposits, Sovereign Gold Bonds (SGB), Insurance, and other offerings.
- Ensure regular client meetings to maintain strong relationships and increase Assets Under Management (AUM), SIP flow, and revenue.
Contributing Responsibilities-
- Acquire and activate current clients for asset collection.
- Conduct 2-3 client meetings daily within the assigned territory.
- Contribute to branch profitability through effective client engagement.
- Certifications- NISM VA (Mutual Funds)
Interested candidates can email your resume to poonam.gupta@branch.sharekhan.com .
