Premium Wealth Relationship Manager

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

Job summary

Sharekhan Limited in Bengaluru is seeking an Investment Portfolio Advisor (Wealth RM) to focus on asset gathering, growing client wallet share and driving business growth through regular client interactions in person or virtually.

The role emphasizes acquiring assets across mutual funds, PMS, AIF, fixed deposits, SGB and other offerings, while meeting targets for AUM and SIP flows through proactive engagement with mapped clients and activation of new accounts.

Qualifications

• Experience in handling investment portfolios and client onboarding.
• Proficient in meeting clients and explaining investment options.
• Ability to drive SIP growth and asset collection.

Responsibilities

• Achieve targets for net assets collected (LS) for the mapped book.
• Build an incremental SIP book.
• Drive new business by activating/reactivating clients.
• Collect assets across MF, PMS, AIF, corporate FDs, SGB, insurance and other offerings.
• Ensure regular client meetings to grow AUM and revenue.
• Acquire and activate new clients for asset collection.
• Conduct 2–3 client meetings daily in territory.
• Contribute to branch profitability through client engagement.
• Certifications- NISM VA (Mutual Funds)

Skills

Asset gathering

Client relationships

New business development

Education

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.

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.
• Certifications- NISM VA (Mutual Funds)