Increase the total assigned SIP book from allocated and new clients.
Adding overall AUM by gathering assets from existing and new clients.
Increasing the basket of clients having AUM.
Contributing Responsibilities
Achieving the Business target assigned to branch in terms of, assets Aum and SIP book, acquiring clients, enhancing, & upgrading the client relationship.
Ensuring the highest level of service to the clients.
Technical & Behavioural Competencies
Good communication and interpersonal skills
Self motivated & Go getter
Build Customer Relationship
Specific qualifications (if required)
Graduate / Post graduate in any stream with knowledge of capital markets.
NISM Series-V(A) : Mutual Fund Distributors Certification Examination and EUIN Number
NISM Series-XXI (A) - PMS Distributors Certification Examination will be an added advantage
Insurance Corporate Agency Licence (SP - Certificate) (for Insurance) will be an added advantage.