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Mutual Fund Sales /Portfolio Manager - Kolkata @ Sharekhan

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 Mutual Fund Sales /Portfolio Manager - Kolkata

Job Description

Roles and Responsibilities

  • Responsible for gathering assets for investment products such as mutual funds, PMS, AIF and other products launched from time to time
  • Add new to SK customers
  • Upgrade / Move clients to other segments
  • Increase the AUM & Revenue from the mapped book
  • Responsible for growing revenues broking products, Sharekhan Education

Desired Candidate Profile


  • Strong communication & written skills
  • Fluency in local language is an added advantage
  • Excellent interpersonal skills and must be a team player
  • Must be process oriented and must be willing to learn and adapt

Prior work experience of equity broking, insurance and mutual funds through working for a broking, asset management or bank is desirable



Amit Kumar Ghosh

Human Resources

am*******h@br***h.sharekhan.com


Job Classification

Industry: Financial Services (Broking)
Functional Area:
Role Category: Trading, Asset & Wealth Management
Role: Trading, Asset & Wealth Management
Employement Type: Full time

Education

Under Graduation: Any Graduate
Post Graduation: MBA/PGDM in Finance
Doctorate: Any Doctorate

Contact Details:

Company: Sharekhan
Location(s): Kolkata

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Keyskills:   Wealth Management Mutual Fund Sales Portfolio Management Financial Advisory privilege banker Investment Advisory HNI Acquisition HNI Client Handling Investment Portfolio

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₹ 6-9 Lacs P.A

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Sharekhan

Sharekhan Limited www.sharekhan.com