Wealth Manager / Investment Portfolio Advisor

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

Job summary

Sharekhan Limited in Kanpur seeks an Investment Portfolio Advisor (Wealth RM) to focus on asset gathering and increasing wallet share through regular client interactions, including physical and virtual meetings.

You will drive growth by achieving asset targets, building an expanding SIP book, and cross-selling across mutual funds, PMS, AIF, fixed deposits and other offerings. NISM VA certification is required.

Qualifications

• Certified NISM VA (Mutual Funds) required.
• Experience in asset gathering and wealth management preferred.
• Regular client meetings and strong relationship-building skills.

Responsibilities

• Achieve targets for Net Equalized Assets collected (LS).
• Build an incremental SIP book.
• Drive new business by activating/reactivating clients.
• Collect assets across MF, PMS, AIF, FDs, SGB, Insurance and other offerings.
• Maintain regular client meetings to grow AUM and revenue.

Skills

Client relationship management

Target driven

Communication skills

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

• 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)