Wealth Manager / Investment Portfolio Advisor

Sharekhan Limited; Bengaluru; On-site; INR 600,000 - 1,200,000; Full time

Job summary

Sharekhan Limited in Bengaluru seeks an Investment Portfolio Advisor (Wealth RM) to focus on asset gathering, client penetration, and wallet share through regular client interactions—physical or virtual—to drive business growth. The role requires building an SIP book, activating clients, and collecting assets across mutual funds, PMS, AIF, and more, with daily client meetings in the territory.

Qualifications

• Candidates should have relevant certifications (NISM VA) for mutual funds.
• Efficient client engagement and relationship management essential.
• Proven ability to drive asset gathering and revenue growth.

Responsibilities

• Achieve targets for Net Equalized Assets collected (LS) for mapped book.
• Build an incremental SIP book and drive new business by activating/reactivating clients.
• Collect assets across investment products including mutual funds, PMS, AIF, corporate FDs, SGB, insurance, etc.
• Ensure regular client meetings to maintain relationships and increase 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.

Skills

Asset gathering

Client meetings

Relationship building

Sales targets

Education

NISM VA (Mutual Funds) certification

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:

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)