Investment Advisor

Sharekhan; Agra District; On-site; INR 300,000 - 500,000; Full time

Job summary

Sharekhan is looking for a field professional to drive asset gathering and client activation in the Agra region. You will focus on collecting assets across mutual funds, PMS, AIF, and other products, while meeting targets for AUM and SIPs. Regular client meetings and activations will be key responsibilities.

The role emphasizes expanding the mapped book, reactivating clients, and ensuring consistent engagement to boost revenue and asset growth.

Responsibilities

• Gather assets for investment products (mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance) from time to time.
• Achieve Net Equalized Assets collected (LS) targets for mapped book.
• Create an incremental SIP Book.
• Achieve New Business development targets by reactivating/activating new clients.
• Ensure all mapped clients are met regularly and increase AUM, SIP flow & revenue.
• Acquire new clients and activate them with asset collection.
• Conduct 2-3 client meetings per day within the territory.

Job description

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 New 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