Wealth Manager / Investment Portfolio Advisor

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

Job summary

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

The role emphasizes building an SIP book, activating clients, and growing AUM across diverse investment products through proactive client engagement.

Qualifications

• Must have experience in asset gathering and growing wallet share.
• Proven ability to drive new business through client activation and meetings.
• Knowledge of mutual funds, PMS, AIF, and related investment products is a plus.

Responsibilities

• Achieve targets for Net Equalized Assets collected for the mapped book.
• Build an incremental SIP book and increase assets under management.
• Drive new business development by activating/reactivating clients and meeting targets.
• Collect assets across investment products (Mutual Funds, PMS, AIF, Corporate FDs, SGB, Insurance).
• Ensure regular client meetings to maintain relationships and increase AUM and SIP flow.

Skills

Asset gathering

Business development

Client relationship management

SIP knowledge

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:

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)