Regional Wealth & Investment Strategist (Group IC)

Sharekhan Limited; Indore District, Jaipur; On-site; INR 600,000 - 1,200,000; Full time

Job summary

Sharekhan Limited is seeking a dynamic professional to drive asset gathering and sales across the zonal territory. You will work with Wealth RMs and Business Development RMs to grow assets under management and expand the investor base through MF/investment products.

Focus on client experience, portfolio allocation, and timely market updates. You will coach RMs on product features, conduct market updates, and actively engage with clients to source investments while coordinating with product

Qualifications

• Excellent knowledge about the diverse investment products.
• Ability to co-ordinate with different teams.
• Strong analytical skills to interpret business information.
• Strong communication (written) skills.
• Fluency/comfort with local language is an added advantage.

Responsibilities

• Own the Asset Gathering Target of the Zone & assigned territory.
• Drive Investment Product Sales through Wealth Relationship Managers and Business Development Relationship Managers.
• Increase AUM of the location.
• Penetration of existing client base for creating new investors in MF/Investments from existing client base.
• Ensuring better client experience both by qualitative and quantitative interventions.
• Assist in investment portfolio asset allocation of customers.
• Portfolio Monitoring/Review.
• Reallocation of portfolios as and when required for risk management or sales opportunities.
• Coach Asset RM and Business Development RM teams on latest products.
• Conduct Market and Product update calls for Asset RMs and Business Development RMs on regular basis.
• Client Calls (along with RMs) to educate provide details and source investment in these products.
• Regular interaction with the product providers for product updates, market feedback etc and internally communicate the same.
• Product Activation PMS / AIF

Skills

Investment products

Team coordination

Analytical skills

Written communication

Local language

Interpersonal skills

Team leadership

Self-motivated

Job description

Role & responsibilities

Ownership of the Asset Gathering Target of the Zone & assigned territory

• Driving Investment Product Sales through Wealth Relationship Managers and Business Development Relationship Managers.


• Increasing AUM of the location


• Penetration of existing client base for creating new investors in MF/Investments from existing client base


• Ensuring better client experience both by qualitative and quantitative interventions

• Assist in investment portfolio asset allocation of customers


• Portfolio Monitoring/Review


• Reallocation of portfolios as and when required for risk management or sales opportunities.


• Coach Asset RM and Business Development RM teams on latest products


• Conduct Market and Product update calls for Asset RMs and Business Development RMs on regular basis


• Client Calls (along with RMs) to educate provide details and source investment in these products


• Regular interaction with the product providers for product updates, market feedback etc and internally communicate the same


• Product Activation PMS / AIF

Preferred candidate profile

Excellent knowledge about the diverse investment products and well updated with the market information

• Ability to co-ordinate with different teams


• Strong analytical skills to interpret business information


• Strong communication C written skills


• Fluency in local language is an added advantage


• Excellent interpersonal skills and team management skills


• Should be a good team leader


• Highly self motivated