Investment Portfolio Advisor

Job Role- Investment Portfolio 

Advisor

Please find the JD below-

Direct Responsibilities 

* Responsible for gathering assets for investment products such 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 clients.  

* 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