Investment Portfolio Advisor

Sharekhan Limited; Vapi, Ahmedabad District, Surat; Sur place; INR 400 000 - 600 000; Plein temps

Résumé du poste

Sharekhan Limited in Gujarat's Vapi region is seeking a target‑driven sales professional to gather assets for investment products, including mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance and other products launched from time to time.

The role focuses on achieving Net Equalized Assets collected (LS) targets for mapped book, creating an incremental SIP book, and driving new business by reactivating/activating clients.

Responsabilités

• 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.
• To acquire new clients and activate them with asset collection.
• Ensure 2-3 client meetings are done per day within your territory.

Description du poste

Role & 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.
• To acquire new clients and activate them with asset collection.
• Ensure 2-3 client meetings are done per day within your territory.