Walk-in | Urgent Hiring- Premium Wealth Relationship Manager

Sharekhan Limited; Bengaluru; Presencial; INR 1 400 000 - 2 200 000; Tempo integral

Resumo da oferta

Sharekhan Limited is seeking an Investment Portfolio Advisor (Wealth RM) in Bengaluru to deepen client relationships and drive growth. The role focuses on asset gathering across products and increasing wallet share through regular client interactions, both physical and virtual.

Responsibilities include achieving asset targets, building an SIP book, and acquiring new clients while maintaining branch profitability through proactive client engagement. NISM VA certification is required.

Qualificações

• Targets for Net Equalized Assets (LS)
• 2–3 client meetings daily in territory
• NISM VA (Mutual Funds) certification required
• Ability to acquire and activate new clients for asset collection

Responsabilidades

• 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 Mutual Funds, PMS, AIF, Corporate FDs, SGB, Insurance, and other offerings.
• Ensure regular client meetings to increase AUM, SIP flow, and revenue.

Descrição da oferta de emprego

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)