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09/03 Sneha Rakshe
HR Executive at Arin Consultancy

Views:76 Applications:24 Rec. Actions:Recruiter Actions:1

Financial Advisor - Retail Sales - Mutual Fund (3-12 yrs)

Mumbai Job Code: 114203

- Increase in AUM.

- Ensuring growth of business and surpassing periodical sales targets in terms of funds mobilized.

- Promotion of MF Schemes, knowledge about the products and MF industry.

- Providing feedbacks gathered from distribution force/investors. Improvement in processes based on such feedbacks. 


- Help in MIS generation.

- Motivating and managing the Sales force.

- Increase in number of Investors

- Penetration into new areas

- Support to distribution force and investors

- Devising strategy for future based on the regional typicalities of the Branch location.

- Conducting investor's meet, agent's meeting and organizing participation in finance fairs etc.

- Conducting necessary training / knowledge transfer sessions for the agents to keep them updated on the market and product front.

- Ensuring timely collection of funds.

- Managing the administration of the Branch.

- Alertness to Market Changes and Demands

- Handling IFA, Mutual fund, Sales

- To ensure targeted growth in business through the respective Branch and manage Branch administration.

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.

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