Wealth Relationship Manager / Investment Portfolio Advisor

Sharekhan; Bengaluru; On-site; INR 900,000 - 1,300,000; Full time

Job summary

Sharekhan seeks an Investment Portfolio Advisor (Wealth RM) to grow assets and wallet share through regular client interactions (physical or virtual).

You will drive asset gathering across MF, PMS, AIF, FDs, SGB and Insurance, while maintaining 2–3 client meetings daily in the assigned territory to boost AUM and SIP flow.

Qualifications

• Track record of achieving asset growth targets.
• Able to build and expand SIP books and wallet share.
• Comfort with multiple investment products (MFs, PMS, AIF, FDs, SGB, Insurance).

Responsibilities

• Achieve targets for Net Equalized Assets collected for mapped book.
• Build an incremental SIP book and drive new business by activating/reactivating clients.
• Collect assets across MF, PMS, AIF, FDs, SGB, Insurance and other offerings.
• Ensure regular client meetings to increase AUM, SIP flow and revenue.
• Acquire and activate new clients; conduct 2–3 client meetings daily.

Skills

Client meetings

Asset gathering

Relationship building

Cross-sell

Territory management

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)