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Investment Counsellor

5.00 to 10.00 Years   Bengaluru / Bangalore,Chennai   18 Jul, 2023
Bossberrylearning Private Limited
Job LocationBengaluru / Bangalore,Chennai
EducationNot Mentioned
Salary800000 - 1300000 INR
IndustryBanking / Accounting / Financial Services
Functional AreaSales /Business Development, Banking
EmploymentTypeFull-time

Job Description

Companys Name: JM Financial Services Limited Position/Function: Equity Broking Group Investment CounsellorLocation :Bangalore, Chennai, Coimbatore & Hyderabad Qualification: Graduate with relevant Experience. No. of years of Experience :Minimum 5 years Age: 28 + yearsJob Responsibility

  • Convert clients for Cross Selling from existing EBG clients or New clients
  • Meeting the AUM target of total AUM (*MF (Equity & Hybrid), CFD, PMS, AIF, MLD, Bonds, Unlisted, etc.)
  • Calendared activities: Branch visit, Client joint visit, Training
  • Activate third party products at branches month on month
  • TPD Revenue multiple cover CTC i.e. 2.5 multiples from existing EBG clients & new clients
Reporting to National TPP Sales Head

Keyskills :
Investment CounsellorCross SellingSalesClient acquisition

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