Investment Portfolio Advisor (Wealth RM)

Sharekhan; Indore District, Gwalior District; On-site; INR 500,000 - 700,000; Full time

Job summary

Sharekhan is seeking an Investment Portfolio Advisor (Wealth RM) in Indore to drive asset gathering and wallet share through regular client interactions, both in person and virtual. The role focuses on increasing AUM across mutual funds and other investment products, building a solid client base, and meeting sales targets in the assigned territory.

The candidate should have a minimum of 2 years in selling financial products, a graduate degree, and NISM VA certification.

Qualifications

• Graduate in any stream.
• Minimum 2 years experience in selling financial products and services.
• Certifications – NISM VA (Mutual Funds).

Responsibilities

• Achieve targets for assets gathered and wallet share growth.
• Build and manage an incremental SIP book.
• Drive new business by activating/reactivating clients in the territory.
• Collect assets across MF, PMS, AIF, corporate FDs, SGB, Insurance, and other offerings.
• Ensure regular client meetings to maintain relationships and increase AUM and SIP flow.

Skills

Financial market knowledge

Sales experience

Client engagement

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).