Investment Portfolio Advisor

Year    Thiruvananthapuram, Kerala Kollam, Kerala, India

Job Description

Direct 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. o 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.
Technical & Behavioral Competencies
  • Strong communication & written skills
  • Fluency in local language is an added advantage.
  • Excellent interpersonalskills and must be a team player.
  • Must be process oriented and must be willing to learn and adapt.
  • Highly self -motivated

Skills Required

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Job Detail

  • Job Id
    JD4590983
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Thiruvananthapuram, Kerala Kollam, Kerala, India
  • Education
    Not mentioned
  • Experience
    Year