Wealth Manager / Investment Portfolio Advisor

Sharekhan Limited; Kamrup Metropolitan; Híbrido; INR 600.000 - 1.000.000; Jornada completa

Descripción de la vacante

Sharekhan Limited in India is seeking an Investment Portfolio Advisor (Wealth RM) to focus on asset gathering, expand client penetration, and grow wallet share through regular client interactions both in person and virtually.

You will aim to achieve targets for assets, build an incremental SIP book, and drive new business by activating existing clients while collecting assets across MF, PMS, AIF, FDs, SGB, and Insurance.

Formación

• NISM VA (Mutual Funds) certification.

Responsabilidades

• 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)

Educación

NISM VA (Mutual Funds) certification

Descripción del empleo

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)