Investment Portfolio Advisor - Wealth RM

Sharekhan Limited; Varanasi, Jhansi, Dehradun; On-site; INR 900,000 - 1,300,000; Full time

Job summary

Sharekhan Limited is seeking a Wealth RM (Investment Portfolio Advisor) for the Varanasi region to grow assets through mutual funds, PMS, AIF, and other investment products. You will regularly meet clients, reactivate dormant accounts, and convert opportunities into AUM, SIP flows, and revenue.

The role requires at least 4 years in wealth management from broking or banking, and NISM 5A certification. Graduate degree is mandatory.

Qualifications

• Minimum 4 years of relevant experience in Wealth management from Broking/Banking industry.
• Must have NISM 5A Certification.
• Must be a Graduate.

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.
• 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.
• To acquire new clients and activate them with asset collection.
• Ensure 2-3 client meetings are done per day within your territory.

Education

Graduate

NISM 5A Certification

Job description

Role - Wealth RM (Investment Portfolio Advisor)

Locations - Varanasi, Dehradun & Jhansi

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
• 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.
• To acquire new clients and activate them with asset collection.
• Ensure 2-3 client meetings are done per day within your territory.

Preferred candidate profile

• Minimum 4 years of relevant experience in Wealth management from Broking/Banking industry
• Must have NISM 5A Certification
• Must be a Graduate