Opening In Ravet / Pimpri-Chinchwad For Welath RM Role

Currently we have Opening in Wealth RM role in Ravet branche

Send email to - poonam.chalke@branch.sharekhan.com With your Updated CV, with the Subject Line Wealth RM Ravet.

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.

• 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 client
  
• 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.

Contributing Responsibilities

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