Relationship Manager- Wealth Management

Sharekhan; Ahmedabad District; On-site; INR 300,000 - 600,000; Full time

Job summary

Sharekhan is seeking a proactive Financial Advisor in Gujarat to gather assets across mutual funds, PMS, AIF, and other products. You will work towards meeting LS targets for your mapped book and create an incremental SIP portfolio.

You will engage with clients, activate new relationships, and conduct 2-3 meetings daily within your territory while expanding AUM and revenue. Fluency in the local language is a plus.

Qualifications

• Graduate with basic knowledge of financial markets across product lines.
• Strong communication and written skills.
• Fluency in local language is an added advantage.
• Excellent interpersonal skills and must be a team player.
• Must be process oriented and must be willing to learn and adapt.

Responsibilities

• Gather assets for investment products such as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance and other products launched from time to time.
• Achieve Net Equalized Assets collected (LS) targets for mapped book.
• Create an incremental SIP Book.
• Acquire new clients and activate them with asset collection.
• Ensure regular client meetings and connect with mapped Asset clients to increase AUM, SIP Flow & Revenue.
• 2-3 client meetings per day within your territory.

Skills

Financial markets knowledge

Strong communication

Written communication

Local language fluency

Team player

Education

Graduate degree

Job description

Role & 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.
• 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

• Graduate in any stream with basic knowledge of financial markets across different product lines. [NISM VA (for Mutual Funds) ]
• Strong communication & written skills
• Fluency in local language is an added advantage.
• Excellent interpersonal skills and must be a team player.
• Must be process oriented and must be willing to learn and adapt.