Wealth Manager

Sharekhan; Varanasi, Kanpur, Agra District; On-site; INR 550,000 - 750,000; Full time

Job summary

Sharekhan is hiring Wealth Relationship Managers for two branches. You will focus on asset gathering across mutual funds, PMS, AIF, corporate FDs and other products, and work to meet LS targets for your mapped book.

You will also be responsible for creating an incremental SIP book, driving new business by reactivating clients, and conducting regular meetings with clients to grow AUM, SIP flow and revenue.

Responsibilities

• Gather assets for investment products including mutual funds, PMS, AIF, Corporate FD, Insurance and other launched products.
• Achieve Net Equalized Assets collected (LS) targets for mapped book and create an incremental SIP book.
• Develop new business by reactivating/activating clients and ensuring regular client meetings.

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.