Wealth Manager / Investment Portfolio Advisor

Sharekhan Limited; Agra District; On-site; INR 400,000 - 800,000; Full time

Job summary

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

You will acquire and activate new clients, drive 2-3 client meetings daily within the assigned territory, and contribute to branch profitability through proactive client engagement. Certification in NISM VA (Mutual Funds) is preferred.

Qualifications

• 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, PMS, AIF, Corporate Fixed Deposits, Sovereign Gold Bonds (SGB), Insurance, and other offerings.
• Ensure regular client meetings to maintain strong relationships and increase AUM, SIP flow, and revenue.

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.

Key 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)