Wealth Manager

Sharekhan; Kozhikode district; On-site; INR 600,000 - 900,000; Full time

Job summary

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

Key duties include achieving targets for net assets collected, building an incremental SIP book, and driving new business by activating or reactivating clients while collecting assets across mutual funds, PMS, AIF, corporate FDs, and other offerings.

Qualifications

• Regular client meetings to maintain relationships and grow AUM.
• Ability to activate and re-activate clients to generate revenue.
• Experience in collect assets across investment products is a plus.

Responsibilities

• Achieve targets for net equalized assets collected (LS).
• Build an incremental SIP book to drive growth.
• Drive new business development by activating/reactivating clients.
• Collect assets across MF, PMS, AIF, corporate FDs, SGB and other offerings.
• Ensure regular client meetings to increase AUM and SIP flow.

Skills

Asset gathering

Client penetration

SIP book growth

New business development

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.

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)