Wealth Manager / Investment Portfolio Advisor

Sharekhan Limited; Khordha; On-site; INR 450,000 - 700,000; Full time

Job summary

Sharekhan Limited is seeking an Investment Portfolio Advisor (Wealth RM) in Odisha to focus on asset gathering, increasing client penetration, and growing wallet share through regular interactions, both physical and virtual. The role emphasizes meeting targets, building SIP books, and activating clients to drive business growth.

Key responsibilities include acquiring new clients, conducting frequent meetings, and expanding assets across mutual funds, PMS, AIF, and other offerings.

Qualifications

• Ability to acquire and activate new clients for asset collection.
• Strong focus on client relationship building and revenue generation.
• Knowledge of investment products and wealth management processes.

Responsibilities

• Achieve targets for Net Equalized Assets collected (LS) for the mapped book.
• Build an incremental SIP book.
• Drive new business development by activating/reactivating clients.
• Collect assets across investment products like Mutual Funds, PMS, AIF, Corporate FDs, SGB, Insurance, and other offerings.
• 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.
• Certifications- NISM VA (Mutual Funds).

Skills

Client acquisition

Account management

Revenue generation

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)