Wealth Relationship Manager

BharatHR

Job Location:

Pune - India

Monthly Salary: Not Disclosed

Posted on: 18 hours ago

Vacancies: 1 Vacancy

Job Summary

Tasks

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.

Requirements

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)

Company(our business partner) offers a comprehensive range of trading and investment solutions includingequities futures and options portfolio management services research mutual funds and investor educationTasksResponsible for gathering assets for investment products such as mutual funds PMS AIFCor...

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About Company

BharatHR

We are a leading HR Training provider focused on specialized 100% Job Guarantee HR Training Program and Practical Certifications & Placements. Our goal is to connect peoples talents and dreams with their career. thanks to our hr training program both hr & non hr talent is ab ... View more

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