Investment Portfolio Advisor (Wealth RM)

Sharekhan Limited; Nagpur District; On-site; INR 600,000 - 1,000,000; Full time

Job summary

Sharekhan Limited is seeking an Investment Portfolio Advisor (Wealth RM) in Nagpur who will focus on asset gathering, increasing client penetration, and enhancing wallet share through regular client interactions (physical/virtual) to drive business growth.

The role emphasizes building an incremental SIP book, activating and reactivating clients, and collecting assets across mutual funds, PMS, AIF, and other offerings to boost AUM and revenue.

Qualifications

• 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)

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 investment products like Mutual Funds, PMS, AIF, Corporate FDs, SGB, Insurance and other offerings.
• Ensure regular client meetings to maintain relationships and 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

Client relationship

Knowledge of markets

Education

Graduate degree (any stream)

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)