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Edelweiss Financial Services Investment Cousellor

  • 5-12 yrs
  • Not Disclosed

Job Description

Investment Cousellor

He She will be responsible for Handling relationship of existing clients, Increasing the AUM of the clients & family accounts given to him, Selling of Financial Products, Stock Market knowledge will have value

The candidate should have good knowledge & should have experience in Mutual Funds, ULIP Insurance, Structured products

KRA Monthly

Client Meetings of the book which we will be giving

Increasing the AUM of the Accounts handled

Mutual Funds Collection

ULIP Collection

PMS Structured Products etc

Acquisition

Client Retention