Investment Portfolio Advisor (Wealth RM)

Sharekhan Limited; Kolhapur District; On-site; INR 500,000 - 800,000; Full time

Job summary

Sharekhan Limited is seeking an Investment Portfolio Advisor (Wealth RM) in Kolhapur district to boost assets under management by regular client interactions, both in person and virtually. The role focuses on asset gathering, increasing client penetration, and expanding wallet share across multiple investment products.

The candidate should have a graduate degree and at least 3 years of sales experience in financial services, with NISM VA (Mutual Funds) certification.

Qualifications

• Graduates with basic knowledge of financial markets.
• Minimum 3 years of experience in selling financial products and services.
• Certifications: NISM VA (Mutual Funds) required.

Responsibilities

• Achieve targets for assets gathered from mapped book.
• Build an incremental SIP book and drive asset growth.
• Activate new clients and drive 2–3 client meetings daily in the territory.
• Collect assets across MF, PMS, AIF, corporate FDs, SGB, insurance, etc.

Skills

Asset gathering

Client meetings

Sales experience

Relationship building

Financial markets knowledge

Education

Graduate degree

NISM VA (Mutual Funds)

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.

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 3 years experience in selling financial products and services.
• Certifications- NISM VA (Mutual Funds)