Investment Portfolio Advisor (Wealth RM)

Sharekhan; Bhavnagar, Rajkot, Vadodara; On-site; INR 500,000 - 900,000; Full time

Job summary

Sharekhan is seeking an Investment Portfolio Advisor (Wealth RM) to focus on asset gathering and increasing wallet share through regular client interactions (physical/virtual) to drive business growth in the assigned territory.

The role includes building an SIP book, acquiring new clients, and collecting assets across mutual funds, PMS, AIF, and other offerings while maintaining regular meetings to grow AUM and revenue.

Qualifications

• Graduate in any stream with basic knowledge of financial markets.
• Minimum 2 years experience in selling financial products and services.
• NISM VA (Mutual Funds) certification required.

Responsibilities

• Achieve targets for Net Equalized Assets collected (LS) for the mapped book.
• Build an incremental SIP book.
• Drive new business development by activating/reactivating clients.
• Collect assets across MF, PMS, AIF, corporate FDs, SGB, Insurance and other offerings.
• Ensure regular client meetings to increase AUM, SIP flow and revenue.
• Acquire and activate new clients for asset collection.
• Conduct 2-3 client meetings daily within the assigned territory.
• Contribute to branch profitability through effective client engagement.

Skills

Financial product selling

Client relationship management

Education

Graduate in any stream

Job description

Position Purpose:

The Investment Portfolio Advisor(Wealth RM) will focus on asset gathering, increasing client penetration, and enhancing wallet share through regular client interactions (physical/virtual) to drive business growth.

Key Responsibilities:

Direct Responsibilities-

• Achieve targets for Net Equalized Assets collected (LS) for the mapped book.
• Build an incremental Systematic Investment Plan (SIP) book.
• Drive new business development by activating/reactivating clients.
• Collect assets across investment products like Mutual Funds, Portfolio Management Services (PMS), Alternative Investment Funds (AIF), Corporate Fixed Deposits, Sovereign Gold Bonds (SGB), Insurance, and other offerings.
• Ensure regular client meetings to maintain strong relationships and increase Assets Under Management (AUM), SIP flow, and revenue.

Contributing Responsibilities-

• Acquire and activate new clients for asset collection.
• Conduct 2-3 client meetings daily within the assigned territory.
• Contribute to branch profitability through effective client engagement.

Key Requirements

• Graduate in any stream with basic knowledge of financial markets.
• Minimum 2 years experience in selling financial products and services.
• Certifications- NISM VA (Mutual Funds)