Wealth Manager / Investment Portfolio Advisor

Sharekhan Limited; Meerut; Presencial; INR 400.000 - 750.000; Jornada completa

Descripción de la vacante

Sharekhan Limited is seeking an Investment Portfolio Advisor (Wealth RM) to focus on asset gathering, client penetration, and wallet share growth through regular client interactions (physical/virtual). The role targets increasing AUM and SIP flows by acquiring and activating new clients across multiple investment products.

Candidate will manage a mapped book, build an incremental SIP book, and drive new business by activating in-market clients while maintaining strong branch profitability

Formación

• Asset gathering and wallet share growth responsibilities.
• Regular client meetings to drive revenue and AUM growth.
• Active participation in cross-product asset collection.

Responsabilidades

• 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 Mutual Funds, PMS, AIF, Corporate FDs, SGB, Insurance and other offerings.
• Ensure regular client meetings to maintain relationships and increase AUM and SIP flow.

Conocimientos

Asset gathering

New client acquisition

Client meetings

Educación

NISM VA (Mutual Funds)

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)