Investment Portfolio Advisor (WRM)

Sharekhan; Vapi, Ahmedabad District; On-site; INR 350,000 - 550,000; Full time

Job summary

Sharekhan is seeking a proactive Relationship Manager in Gujarat to drive asset growth and new business development. You will gather assets across investment products, meet clients regularly, and work to increase AUM, SIP flows, and revenue from the mapped book.

You will also activate dormant clients, conduct 2–3 meetings per day in your territory, and ensure consistent client engagement to achieve targets and strengthen the branch network.

Responsibilities

• Gather assets for investment products (mutual funds, PMS, AIF, Corporate FD, Insurance) and other launches.
• Achieve Net Equalized Assets targets for mapped book.
• Create an incremental SIP book.
• Achieve new business targets by reactivating/activating clients.
• Ensure regular meetings with all clients.
• Connect with mapped asset clients to grow AUM, SIP flow and revenue.

Job description

Role & responsibilities

Direct 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 time.
• 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.

Contributing Responsibilities

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