Edelweiss Financial Services - Investment Cousellor

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