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Investment Advisor- Mutual Fund - Pune

Sharekhan Limited
3 - 7 yrs
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Not Disclosed by Recruiter Openings: 3 Posted 9 days ago Job Applicants: 166 Job Views: 371

Job Description

 
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    Dear candidate,

    Greetings from Sharekhan limited

    Requirement for Investment Advisor in Pune

    Job description
    1. To be responsible for the Investment business
    2. Responsible for championing the Cross Sell of Investment products
    3. Ensure that atleast 60% of the new customers are cross sold investments products, by the end of the 6th month of his joining
    4. Ensure that atleast 70% of the sales team gets active, month on month, by the end of the 6th month of his joining
    5. Maintain excellent working relationship with the sales team, Team Leaders, Branch Managers and Cluster Heads
    6. Have the ability t o self source business and not depend completely on leads
    7. Must be absolutely comfortable in handling and interacting with HNI customers.

    Experience in Mutual fund Sales is mandatory

    Only candidates from Pune location need to apply

    Industry preferred - Any Organization from Broking/Banking Industry possessing mutual fund as one of their core products.

    Min 3-4 years of experience in Investment Sales

    AMFI

    Salary - 4-7 LPA

    Location Pune

    No of Positions 2

    Interested candidates can share their updates resume to agnes.fernandes@sharekhan.com

    Thanks and Regards
    HR Team
    Sharekhan limited.

Salary: Not Disclosed by Recruiter

Industry: Banking / Financial Services / Broking

Functional Area: Financial Services , Banking , Investments , Insurance

Role Category:Mutual Funds/Fund Management/Asset Management

Role:Portfolio Manager

Employment Type: Permanent Job, Full Time

Keyskills

Desired Candidate Profile

    Please refer to the Job description above
Company Profile:

Sharekhan Limited

Sharekhan was founded by Mumbai-based entrepreneur Shripal Morakhia in 2000.[5] 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. [6]


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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Uzma Sheikh Senior HR Executive Sharekhan by BNP Paribas Mumbai

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