Wealth Manager

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

Job summary

Sharekhan is seeking an Investment Portfolio Advisor (Wealth RM) in India to focus on asset gathering, client penetration, and growing wallet share through regular client interactions (physical or virtual) to drive business growth.

Key duties include achieving Net Equalized Asset targets, building an SIP book, and driving new business by activating or reactivating clients, while collecting assets across MF, PMS, AIF, corporate FDs, SGB, and insurance.

Qualifications

• Target achievement for Net Equalized Assets collected (LS).
• Build an incremental SIP book.
• Drive new business by activating/reactivating clients.

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 FDs, SGB, Insurance, and other offerings.
• Ensure regular client meetings to maintain 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)

Skills

Asset gathering

Client relationship

Client meetings

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.

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)