Wealth Relationship Manager

Sharekhan; Rajkot, Surat, Vadodara; On-site; INR 400,000 - 660,000; Full time

Job summary

Sharekhan in Rajkot, Gujarat seeks a results-driven investment product specialist to grow assets across mutual funds, PMS, AIF, Corporate FDs, Insurance and related offerings. You will engage clients to present suitable solutions and build the book.

You will regularly meet clients, reactivate dormant accounts, and push for new business through informed guidance on products launched over time, while ensuring service excellence.

Responsibilities

• Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance and other products launched from time to time.
• Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book.
• Create an incremental SIP Book
• Will be responsible for achieving New Business development targets by reactivating / activating new clients.
• Ensure all clients are met on a regular basis.

Job description

• Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance and other products launched from time to time.
• Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book.
• Create an incremental SIP Book
• Will be responsible for achieving New Business development targets by reactivating / activating new clients.
• Ensure all clients are met on a regular basis.