Relationship Manager-Wealth Management

Sharekhan; Chennai District, Coimbatore District; On-site; INR 400,000 - 700,000; Full time

Benefits offered by this job

Attractive incentives

Job summary

Mirae Asset Sharekhan invites experienced sales professionals to join as a relationship manager in Chennai. You will gather assets for mutual funds, PMS, AIF, insurance and other products while meeting targets and expanding the mapped book.

You will regularly meet clients, activate new accounts, and work to increase AUM, SIP flow and revenue within your territory. Attractive incentives are part of the package.

Responsibilities

• Gather assets for investment products across mutual funds, PMS, AIF, Corporate FDs and insurance launched from time to time.
• Achieve Net Equalized Assets targets for mapped book.
• Create an incremental SIP book.
• Drive new business by activating/reactivating clients and ensuring regular meetings.
• Increase AUM, SIP flow and revenue from the mapped book by engaging mapped asset clients.

Job description

About Company:

Founded in 2000, Mirae Asset Sharekhan (ne Sharekhan) was one of the first brokers to introduce online trading in India. With a client base of over 30 lakh, 130+ branches and 4,400+ business partners, Mirae Asset Sharekhans full-service model is “Designed for the serious”. What differentiates Mirae Asset Sharekhan from discount brokers is our in-house expert research team, RMs and branches which are designed to help customers understand the required serious approach and leverage the power of their experience and expertise.

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.

Perks & benefits:

• Attractive incentives