Wealth Manager

Sharekhan; Bhavnagar, Ahmedabad District, Surat; On-site; INR 600,000 - 900,000; Full time

Job summary

Sharekhan in Bhavnagar, Gujarat, is looking for Wealth RM openings to drive asset gathering across mutual funds, PMS, AIF, Corporate FDs, SGB, insurance and other wealth products. You will focus on achieving asset targets, expanding the mapped book, creating an incremental SIP book, and maintaining regular client meetings to grow AUM, SIP inflows and revenue.

This role involves active engagement with clients in your territory and collaboration with branch teams to deliver comprehensive

Responsibilities

• Gather assets for investment products (mutual funds, PMS, AIF, Corporate FDs, SGB, insurance and others).
• Achieve net assets targets for mapped book.
• Create an incremental SIP book.
• Achieve new business targets by reactivating/activating clients.
• Ensure regular client meetings.
• Engage mapped asset clients to increase AUM, SIP flow and revenue.
• Acquire and activate new clients with asset collection.
• Conduct 2-3 client meetings per day within territory.

Job description

Currently we have Openings in Wealth RM role in two branches

Direct Responsibilities :

• Responsible for gathering assets for investment productssuch 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 client
  
• 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.