Premium Wealth Relationship Manager

Sharekhan Limited; Bharuch District, Bhavnagar, Navsari; On-site; INR 550,000 - 850,000; Full time

Job summary

Sharekhan Limited is seeking an Investment Portfolio Advisor (Wealth RM) to focus on asset gathering and increasing wallet share through regular client interactions (physical/virtual). The role aims to drive business growth by building assets across multiple investment products and maintaining strong client relationships.

Responsible for achieving asset targets, expanding SIP book, and activating new clients within the mapped territory, including regular meetings to enhance AUM and revenue.

Qualifications

• Experience in wealth management and asset gathering.
• Ability to conduct regular client interactions and meetings.
• Certifications in mutual funds (NISM VA) preferred.

Responsibilities

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

Skills

Client relationship management

Sales targeting

Asset gathering

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)