Wealth Management with at least 5 years of experience in handling HNIs/ UHNIs Book size of Mutual Funds (For eg : Rs 25 Cr ) NISM Mutual Fund Certification Mandatory (NISM SERIES VA ) Active client base (no of clients ) and clients he can move from his erstwhile organizations with AUM. Must be good at Client profiling (able to pitch right funds to every age group ) Existing targets in terms of revenue and client activation Mutual Fund concepts (SIP, SWP,ETC ) and taxation Have the ability to self source business and not depend completely on leads Excellent market knowledge equities, debt and others
Sharekhan was founded by Mumbai-based entrepreneur Shripal Morakhia in 2000. Sharekhan pioneered the online retail broking industry and leveraged on the first wave of digitization, when dematerialization (demat) of securities came into effect and electronic trading was introduced in the stock exchanges. 
In India, Sharekhan has over 3500 employees, and is present in over 500 cities through 154 branches, more than 2,300 business partners. The company has 14 lakh clients and on an average, executes more than 4 lakh trades per day
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