Wealth Manager / Investment Portfolio Advisor

Sharekhan; Thiruvananthapuram; On-site; INR 670,000 - 1,339,000; Full time

Job summary

Sharekhan is seeking an Investment Portfolio Advisor (Wealth RM) to focus on asset gathering and expanding wallet share through regular client interactions, both physical and virtual.

The role targets increasing AUM, active SIP books, and revenue by meeting clients, cross-selling investment products, and activating dormant clients within the assigned territory.

Qualifications

• NISM VA (Mutual Funds) certification is required.

Responsibilities

• 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 (Mutual Funds, PMS, AIF, Corporate FDs, SGB, Insurance).
• 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 client engagement.

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:

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)