Wealth Manager

Sharekhan; Gwalior District, Indore District, Bhilai; On-site; INR 600,000 - 900,000; Full time

Job summary

Sharekhan is looking for Wealth RM professionals to join our branches in India. The role focuses on gathering assets across investment products, including mutual funds, PMS, AIF, and more, while aiming to grow AUM and SIP flow within the mapped book.

The incumbent will drive new business by reactivating clients, meeting them regularly, and achieving asset-collection targets across the territory, including 2–3 client meetings daily.

Responsibilities

• Gather assets for investment products such as mutual funds, PMS, AIF, corporate FDs, Investiger, SGB, Insurance and other products launched from time to time.
• Achieve Net Equalized Assets collected targets for the mapped book.
• Create an incremental SIP book.
• Achieve new business development targets by reactivating/activating new clients.
• Ensure all clients are met on a regular basis.
• Connect with all mapped asset clients of the branch to increase AUM, SIP flow and revenue from the mapped book.
• Acquire new clients and activate them with asset collection.
• Ensure 2-3 client meetings are done per day within your 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.