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Role & responsibilities Direct Responsibilities - Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance and other products launched from time to time. - Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book. - Create an incremental SIP Book - Will be responsible for achieving Current Business development targets by reactivating / activating new clients. - Ensure all clients are met on a regular basis. - Ensure connect with all mapped Asset clients of the branch and increase the AUM, SIP Flow & Revenue from the mapped book. Contributing Responsibilities - To acquire new clients and activate them with asset collection. - Ensure 2-3 client meetings are done per day within your territory. .