Walk-in | Premium Wealth Relationship Manager

Sharekhan Limited; Bengaluru; On-site; INR 600,000 - 1,000,000; Full time

Job summary

Sharekhan Limited in Bengaluru seeks an Investment Portfolio Advisor (Wealth RM) to focus on asset gathering, increasing client penetration, and growing wallet share through regular client interactions (physical/virtual).

The role targets building an SIP book, activating new clients, and collecting assets across MF, PMS, AIF, FDs, SGB, insurance, and other offerings while maintaining strong relationships to boost AUM and revenue. NISM VA (Mutual Funds) certification is expected.

Qualifications

• Certification: NISM VA (Mutual Funds).
• Experience in asset gathering and client relationship management.
• Ability to conduct 2-3 client meetings daily.

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, PMS, AIF, Corporate Fixed Deposits, SGB, Insurance, and other offerings.
• Ensure regular client meetings to maintain strong relationships and increase AUM, SIP flow, and revenue.
• 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).

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)