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Investment Specialist For A Leading Retail Brokerage Firm


Resource Advisory Junction


Location

Allahabad | India


Job description

Direct Responsibilities

The main responsibility of this channel is to grow revenue by offering bouquet of products like broking, education, insurance, interest oriented instruments and asset gathering instruments, such as PMS, AIF, Mutual funds, Corporate FD, NCD, SGB and any other financial products introduced from time to time, to existing clients either through face to face situations or through telephonic conversations or both. This is a relationship management role and the IS / Sr. IS will be eligible for incentives in addition to fixed salary. Contributing Responsibilities

• Responsible for growing revenues of broking, lending products, Education and Insurance products

• Responsible for gathering assets for investment products such as mutual funds, PMS, AIF and other products launched from time to time

• Add new to existing customers

• Upgrade / Move clients to other segments

• Increase the AUM & Revenue from the mapped book

 

wealth management,wealth,investment specialist ,Investment Advisor,Financial Advisory,Investment Advisory

Designation: Investment Specialist

Vacancies: 4

Experience: 2.0 Year(s) - 5.0 Year(s)


Job tags



Salary

Rs 10 - 15 lakhs p.a.

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