Wealth Manager

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

Job summary

Sharekhan in India is seeking an Investment Portfolio Advisor (Wealth RM) to focus on asset gathering, increasing client penetration, and enhancing wallet share through regular client interactions (physical/virtual) to drive business growth. You will build an incremental SIP book, activate/reactivate clients, and collect assets across MF, PMS, AIF, CDS, SGB, Insurance.

Regular client meetings to grow AUM and revenue.

Qualifications

• Regular client interactions to drive business growth.
• 2-3 client meetings daily within the assigned territory.
• Certifications- NISM VA (Mutual Funds)

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.
• 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)

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)