Full time Hybrid 9 days ago
Sales & Growth: Achieve monthly and quarterly AUM and revenue targets. Client Acquisition: Source new investors via networking, referrals, and field campaigns. Portfolio Management: Conduct regular performance reviews and portfolio rebalancing. Financial Advisory: Match customer risk profiles with suitable equity or debt schemes . Channel Engagement: Train and support distribution partners or bank branch teams. Compliance: Ensure adherence to SEBI, AMFI, and KYC guidelines