Wealth Manager / Investment Portfolio Advisor

Sharekhan Limited; Shimoga District; Presencial; INR 450.000 - 750.000; Jornada completa

Descripción de la vacante

Sharekhan Limited in Shimoga district, Karnataka, seeks an Investment Portfolio Advisor (Wealth RM) to focus on asset gathering, increasing client penetration, and boosting wallet share through regular client interactions (physical/virtual) to drive business growth.

You will achieve asset targets, build SIP books, activate clients, and collect assets across mutual funds, PMS, AIF, and other offerings, while maintaining strong relationships and contributing to branch profitability.

Formación

• Experience in asset gathering and maintaining client relationships.
• Ability to build and manage a SIP book.
• Strong networking to activate and re-activate clients.
• NISM VA (Mutual Funds) certification is preferred.

Responsabilidades

• Achieve targets for Net Equalized Assets collected (LS) for the mapped book.
• Build an incremental SIP book.
• Drive new business 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 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)

Conocimientos

Asset gathering

Client relationship

SIP book development

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:

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)