Portfolio Expert - Mutual Funds/PMS/AIF

Portfolio Expert, Mutual Funds, PMS, AIF

1) To spearhead activation and servicing for demat holdings in the given Region / Zone / Cluster

2) Support target fulfilment for MF Net Equalized Sales Lumpsum, PMS Net Sales and AIF Net Sales of the Region / Zone / Cluster is achieved through existing / external Assets of Super Investor clients by aiding a team of Investment Specialist (IS), Sr. Investment Specialist (Sr. IS) and Virtual Investment (V. IS) who are responsible for asset gathering and generating the overall revenue of the segment through the existing and acquired Super Investor customer base.

3) Bring in fresh assets into MF, PMS and AIF through in-depth portfolio reviews of the clients. Provide research / updates to team members and Super Investor clients of the company.

4) Training the team on portfolio reviews will be one of the key responsibilities.

5) Minimum productivity across team members in asset gathering

6) Servicing and garnering assets of Super Investors of the company in the given geography

7) Interact closely with the key stake holders

8) Make customers eligible for upgrade to other segments